Plan Snapshot
- Plan Sponsor: Triple-S Management Corporation
- Sponsor EIN: 660555678
- Sponsor Address: 1441 F.D ROOSEVELT AVENUE, CAPARRA, PR, 00920
- Plan Type: DB
- Total Participants: 389
- Total Assets: $137.0M
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 | 389 | $137.0M | $4,838 | $0 |
| 2023 | 422 | $141.9M | $3.6M | $0 |
| 2022 | 443 | $127.8M | $6.0M | $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 |
|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | INVESTMENT MANAGER | $250,758 | — | $250,758 |
| BLUE CROSS BLUE SHIELD ASSOCIATION | PLAN ADMIN | $122,161 | — | $122,161 |
| NORTHERN TRUST CO | TRUSTEE | $101,441 | — | $101,441 |
| AON CONSULTING | ACTUARIAL | $40,423 | — | $40,423 |
| PLANTE & MORAN, PLLC | ACCOUNTING | $17,725 | — | $17,725 |
| L & S VENTURES LLC | CONSULTING | $10,331 | — | $10,331 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — ACTUARIAL
- PLANTE & MORAN, PLLC — ACCOUNTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $542,839
- Estimated Expense Ratio: 0.396% 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 | $560,675 | $250,757 | $122,161 | $21,318 | — |
| 2023 | $574,459 | $274,493 | $113,658 | $15,632 | — |
| 2022 | $633,843 | $189,087 | $79,492 | — | $365,264 |