# Cooperativa De Seguros Multiples DB Plan
Source: https://planprovider.pro/companies/cooperativa-de-seguros-multiples-de-puerto-rico-plan-001

> Cooperativa De Seguros Multiples's DB plan: 138 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 Multiples

- **Sponsor EIN:** 660257478

- **Sponsor Address:** PO BOX 363846, SAN JUAN, PR, 009363846

- **Plan Type:** DB

- **Total Participants:** 138

- **Total Assets:** $58.1M

## 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|138|$58.1M|$600,000|$0|

| 2023|150|$61.0M|$1.6M|$0|

| 2022|157|$53.7M|$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|

| SAGE ADVISORY SERVICES LTD CO|NONE|$116,459|—|$116,459|

| UBS FINANCIAL SERVICES INC|NONE|$107,805|—|$107,805|

| WILLIS TOWERS WATSON USA LLC|NONE|$55,712|—|$55,712|

| DRIVEN PSC|NONE|$21,840|—|$21,840|

| LANDA UMPIERRE PSC|NONE|$18,748|—|$18,748|

| BANCO POPULAR TRUST|NONE|$12,219|—|$12,219|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [WILLIS TOWERS WATSON USA LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [DRIVEN PSC](https://planprovider.pro/provider/driven-psc) — NONE

- [LANDA UMPIERRE PSC](https://planprovider.pro/provider/landa-umpierre-psc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $332,783

- **Estimated Expense Ratio:** 0.573% 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|$332,782|$224,264|—|$21,840|—|

| 2023|$272,905|$174,338|—|$21,294|—|

| 2022|$270,760|$172,220|—|—|$82,394|

## Similar Plans

- [Mapfre Praico Corporation .](https://planprovider.pro/companies/mapfre-praico-corporation-plan) — 504 participants

- [Cooperativa De Seguros Multiples De Puerto Rico](https://planprovider.pro/companies/cooperativa-de-seguros-multiples-de-puerto-rico-plan-003) — 523 participants

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