Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MENDEZ & CO., INC.
EIN 66-0177198Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$25.0M assets
Welfare
1
$2.5M premiums
Participants
1,207
P.O. BOX 363348 - SAN JUAN, PR 009363348787-793-8888
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $25.0M assets / 698 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- BENEFIT PLANS ADMIN SERVICES, INC.99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 509 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.5M
- Health$2.4M
- Dental$2.4M
- Prescription drug$2.4M
- Long-term disability$67K
- Life$50K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- TRIPLE S SALUD, INC.100%
- INSPIRA MENTAL HEALTH MANAGEMENT0%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MENDEZ & CO., INC. RETIREMENT PLAN
ProfitSharing
Assets$24.8M
Participants682
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MENDEZ & CO., INC. EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$210K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
MENDEZ & CO., INC. HEALTH & WELFARE PLAN
Fully Insured - TRIPLE-S SALUD, INC.
Premiums$2.5M
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MENDEZ & CO., INC. RETIREMENT PLAN | ProfitSharing | $24.8M | 682 | 2025 | |
| 001 | MENDEZ & CO., INC. EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $210K | 16 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | MENDEZ & CO., INC. HEALTH & WELFARE PLAN | Fully Insured | TRIPLE-S SALUD, INC. | $2.5M | 509 | 2025 |
Retirement plans
Welfare plans