Plan Snapshot
- Plan Sponsor: Cooperativa De Seguros De Vida De Puerto Rico
- Sponsor EIN: 660231517
- Sponsor Address: P.O. BOX 363428, SAN JUAN, PR, 009363428
- Plan Type: DB
- Total Participants: 87
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 87 | $18.8M | $200,000 | $0 |
| 2023 | 90 | $18.0M | $250,000 | $0 |
| 2022 | 92 | $17.0M | $1.2M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LANDA UMPIERRE PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDA UMPIERRE PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $138,105 | $64,614 | — | — | — |
| 2023 | $137,060 | $60,599 | — | — | — |
| 2022 | $160,188 | $66,937 | — | — | $93,251 |