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  2. FIRSTBANK OF PUERTO RICO
Sponsor portfolioTH

FIRSTBANK OF PUERTO RICO

EIN 66-0183103-Finance and Insurance-Latest filing 2025
Plans
5
Retirement
4
$295.0M assets
Welfare
1
$1.8M premiums
Participants
6,029
1130 MUNOZ RIVERA AVENUE, 2ND FLOOR - SAN JUAN, PR 00927787-729-8179
Plans on this EIN
5 filings
#002401k-$192.7M - 3,311 part#001TraditionalDB-$43.7M - 1,542 part#003TraditionalDB-$29.7M - 354 part#004401k-$28.9M - 605 part#501Fully Insured-$1.8M - 217 lives

Retirement portfolio analytics

4 plans aggregated / $295.0M assets / 5,812 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • OF PUERTO RICO (#002)65%
  • OF BANCO SANTANDER (#001)15%
  • - PUERTO RICO (#003)10%
  • AND THE USA (#004)10%
Total $295.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
75%top
  • MILLIMAN, INC.75%
  • (Not disclosed)25%
Total $295.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF PUERTO RICO (#002)3,311
  • OF BANCO SANTANDER (#001)1,542
  • AND THE USA (#004)605
  • - PUERTO RICO (#003)354
Total 5,812Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 217 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.8M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • OLYMPIC AGENCY INC100%
Total $1.8M1 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

FIRSTBANK 401(K) RETIREMENT PLAN FOR RESIDENTS OF PUERTO RICO

401k

Assets$192.7M
Participants3,311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FIRSTBANK PUERTO RICO RETIREMENT PLAN FOR THE FORMER EMPLOYEES OF BANCO SANTANDER

TraditionalDB

Assets$43.7M
Participants1,542
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FIRSTBANK PUERTO RICO PENSION PLAN FOR THE FORMER EMPLOYEES OF BANCO CENTRAL HISPANO - PUERTO RICO

TraditionalDB

Assets$29.7M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FIRSTBANK 401(K) RETIREMENT PLAN FOR RESIDENTS OF THE U.S. VIRGIN ISLANDS AND THE USA

401k

Assets$28.9M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST BANK USVI

Fully Insured - UNITED HEALTH CARE INSURANCE COMPANY

Premiums$1.8M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002FIRSTBANK 401(K) RETIREMENT PLAN FOR RESIDENTS OF PUERTO RICO401k$192.7M3,3112025
001FIRSTBANK PUERTO RICO RETIREMENT PLAN FOR THE FORMER EMPLOYEES OF BANCO SANTANDERTraditionalDB$43.7M1,5422024
003FIRSTBANK PUERTO RICO PENSION PLAN FOR THE FORMER EMPLOYEES OF BANCO CENTRAL HISPANO - PUERTO RICOTraditionalDB$29.7M3542024
004FIRSTBANK 401(K) RETIREMENT PLAN FOR RESIDENTS OF THE U.S. VIRGIN ISLANDS AND THE USA401k$28.9M6052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST BANK USVIFully InsuredUNITED HEALTH CARE INSURANCE COMPANY$1.8M2172024
Retirement plans
Welfare plans
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