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Sponsor portfolio

V SUAREZ & CO INC

EIN 66-0178790-Latest filing 2025
Plans
5
Retirement
1
$51.8M assets
Welfare
4
$455K premiums
Participants
3,098
PO BOX 364588 - SAN JUAN, PR 009364588787-792-1212
Plans on this EIN
5 filings
#002ProfitSharing-$51.8M - 632 part#503Fully Insured-$188K - 577 lives#501Fully Insured-$135K - 587 lives#504Fully Insured-$132K - 587 lives#502Unknown-0 lives

Benefits portfolio analytics

4 plans / $455K premiums / 1,751 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • DELTA DENTAL OF CALIFORNIA100%
Total $185K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

V. SUAREZ & CO., INC. RETIREMENT PLAN

ProfitSharing

Assets$51.8M
Participants632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

V SUAREZ CO DENTAL

Fully Insured - DELTA DENTAL OF PUERTO RICO INC

Premiums$188K
Covered lives577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

V SUAREZ & CO INC LIFE ACC DEATH

Fully Insured - NEW YORK LIFE GROUP BENEFITS SOLUTIONS

Premiums$135K
Covered lives587
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

V SUAREZ & CO INC LTD

Fully Insured - NEW YORK LIFE GROUP BENEFIT SOLUTIONS

Premiums$132K
Covered lives587
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

V SUAREZ & CO HEALTH

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002V. SUAREZ & CO., INC. RETIREMENT PLANProfitSharing$51.8M6322024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503V SUAREZ CO DENTALFully InsuredDELTA DENTAL OF PUERTO RICO INC$188K5772025
501V SUAREZ & CO INC LIFE ACC DEATHFully InsuredNEW YORK LIFE GROUP BENEFITS SOLUTIONS$135K5872025
504V SUAREZ & CO INC LTDFully InsuredNEW YORK LIFE GROUP BENEFIT SOLUTIONS$132K5872025
502V SUAREZ & CO HEALTHUnknown-$002025
Retirement plans
Welfare plans
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