# Puerto Rico Telephone Company Health & Welfare Plan
Source: https://planprovider.pro/companies/puerto-rico-telephone-company-660564397-501

> Puerto Rico Telephone Company's Health & Welfare plan: 600 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Puerto Rico Telephone Company

- **Sponsor EIN:** 660564397

- **Sponsor Address:** PO BOX 360998, SAN JUAN, PR, 009360998

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 600

- **Total Assets:** $761,427

## 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.|

| 2025|600|$761,427|$0|$0|

| 2024|650|$751,029|$26,271|$0|

| 2023|666|$730,508|$62,576|$0|

| 2022|745|$690,495|$60,593|$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|

| ANGELITA CUEVAS|Other Service Provider|$23,150|—|$23,150|

| JUAN A RIVERA|Other Service Provider|$9,000|—|$9,000|

| STRATEGIC CPAS CONSULTING|Auditor|$8,500|—|$8,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,650

- **Estimated Expense Ratio:** 5.339% 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|

| 2025|$60,937|—|—|—|—|

| 2024|$77,820|—|—|—|—|

| 2023|$83,810|—|—|—|—|

| 2022|$74,343|$13,218|—|—|$33,290|

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