Cooperativa de Seguros Multiples de Puerto Rico retirement plan: assets, participants and fees
What Cooperativa de Seguros Multiples 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 | Popular Inc. | Schedule C ↗ |
| Independent auditor | Driven, Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Cooperativa de Seguros Multiples de Puerto Rico: employer contribution per participant | $1,733 | |
| Peer median | $2,935 |
| Cooperativa de Seguros Multiples de Puerto Rico: average balance | $36,094 | |
| Peer median | $92,770 |
| Cooperativa de Seguros Multiples de Puerto Rico: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.15% |
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 $14.3M at the end of plan year 2021 to $20.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 584 | $20.8M | $998K | $1,733 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 564 | $16.7M | $933K | $1,676 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 514 | $13.5M | $836K | $1,646 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 475 | $14.3M | $766K | $1,626 | 0.58% | Not published | Form 5500 ↗ |
Other Cooperativa de Seguros Multiples de Puerto Rico plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Plan de Pensiones Cooperativa de Seguros Multiples
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 | Driven, Psc (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Cooperativa de Seguros Multiples de Puerto Rico match 401(k) contributions?
The match terms for the Cooperativa de Seguros Multiples de Puerto Rico Plan de Pensiones de Cont Def Co have not been published from its filing yet. The plan year 2024 filing reports $998K in employer contributions, about $1,733 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cooperativa de Seguros Multiples de Puerto Rico 401(k) match vested?
The vesting schedule for the Cooperativa de Seguros Multiples de Puerto Rico Plan de Pensiones de Cont Def Co is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cooperativa de Seguros Multiples de Puerto Rico 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Popular Inc.. The plan administrator is Cooperativa de Seguros Multiples de Puerto Rico.
I left Cooperativa de Seguros Multiples 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 Multiples de Puerto Rico, (787) 622-8585) or the recordkeeper, Popular Inc.. The Cooperativa de Seguros Multiples de Puerto Rico old 401(k) page lists the contacts from every plan filing. Find an old Cooperativa de Seguros Multiples de Puerto Rico 401(k)
Data from the public Form 5500 annual reports Cooperativa de Seguros Multiples de Puerto Rico filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Multiples de Puerto Rico. Not financial advice. Report a correction · Methodology