# Cooperativa De Seguros De Vida De Puerto Rico DC Plan
Source: https://planprovider.pro/companies/cooperativa-de-seguros-de-vida-de-puerto-rico-plan-002

> Cooperativa De Seguros De Vida De Puerto Rico's DC plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** DC

- **Total Participants:** 294

- **Total Assets:** $7.7M

## 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|294|$7.7M|$77,881|$501,899|

| 2023|291|$6.8M|$71,704|$475,874|

| 2022|207|$6.0M|$68,950|$446,396|

## 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|

| EMPOWER ANNUITY INSURANCE CO OF AME|RECORDKEEPER|$16,581|—|$16,581|

| CETERA ADVISOR NETWORKS LLC|BROKER/ADVISER|—|$14,756|$14,756|

| COOP DE SEGUROS DE VIDA DE PR|OTHER|$14,501|—|$14,501|

| LANDA UMPIERRE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LANDA UMPIERRE](https://planprovider.pro/provider/landa-umpierre-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,838

- **Estimated Expense Ratio:** 0.597% of plan assets

### 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|$35,894|—|—|—|—|

| 2023|$18,582|—|—|—|—|

| 2022|$20,769|$20,769|—|—|—|

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