Cooperativa de Seguros de Vida de Puerto Rico retirement plan: assets, participants and fees
What Cooperativa de Seguros de Vida de Puerto Rico's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Co of Ame | Schedule C ↗ |
| Independent auditor | Landa Umpierre (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,414 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Cooperativa de Seguros de Vida de Puerto Rico: employer contribution per participant | $264 | |
| Peer median | $2,869 |
| Cooperativa de Seguros de Vida de Puerto Rico: average balance | $26,046 | |
| Peer median | $95,257 |
| Cooperativa de Seguros de Vida de Puerto Rico: admin expenses ÷ assets | 0.49% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.8M at the end of plan year 2023 to $7.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 305 | $7.7M | $78K | $264 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 302 | $6.8M | $72K | $239 | 0.29% | Not published | Form 5500 ↗ |
Other Cooperativa de Seguros de Vida de Puerto Rico plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Plan de Pensiones de Beneficios Definidos Para La Cooperativa de Seguros de Vida de Puerto Rico
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Landa Umpierre Psc (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Cooperativa de Seguros de Vida de Puerto Rico match 401(k) contributions?
The match terms for the Cooperativa de Seguros de Vida de Puerto Rico 1081.01d Salary Deferral Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $78K in employer contributions, about $264 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cooperativa de Seguros de Vida de Puerto Rico 401(k) match vested?
The vesting schedule for the Cooperativa de Seguros de Vida de Puerto Rico 1081.01d Salary Deferral Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cooperativa de Seguros de Vida de Puerto Rico 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co of Ame. The plan administrator is Cooperativa de Seguros de Vida de Puerto Rico.
I left Cooperativa de Seguros de Vida de Puerto Rico. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cooperativa de Seguros de Vida de Puerto Rico, (787) 751-5656) or the recordkeeper, Empower Annuity Insurance Co of Ame. The Cooperativa de Seguros de Vida de Puerto Rico old 401(k) page lists the contacts from every plan filing. Find an old Cooperativa de Seguros de Vida de Puerto Rico 401(k)
Data from the public Form 5500 annual reports Cooperativa de Seguros de Vida de Puerto Rico filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cooperativa de Seguros de Vida de Puerto Rico. Not financial advice. Report a correction · Methodology