Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
PONTIFICIA UNIVERSIDAD CATOLICA DE PR
EIN 66-0191965Educational ServicesLatest filing 2025
Plans
5
Retirement
2
$59.3M assets
Welfare
3
$1.8M premiums
Participants
3,182
2250 BOULEVARD LUIS A FERRE AGUAYO, SUITE 523 - PONCE, PR 007170655787-841-2000
Retirement portfolio analytics
2 plans aggregated / $59.3M assets / 1,384 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.8M premiums / 1,798 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.6M
- Health$1.5M
- Dental$1.5M
- Vision$1.5M
- Prescription drug$1.5M
- Long-term disability$143K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
85%top
- FIRST MEDICAL HEALTH PLAN, INC.85%
- UNIVERSAL LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
100%top
- EASTERN INSURANCE GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PONTIFICAL CATHOLIC UNIVERSITY OF PUERTO RICO PENSION PLAN
TraditionalDB
Assets$43.5M
Participants831
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PLAN DE BENEFICIOS DE RETIRO PARA EMPLEADOS DE LA PONTIFICIA UNIVERSIDAD CATOLICA DE PR
ProfitSharing
Assets$15.8M
Participants553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PONTIFICAL CATHOLIC UNIVERSITY OF PR
Fully Insured - FIRST MEDICAL HEALTH PLAN, INC.
Premiums$1.5M
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
PUCPR GROUP LONG TERM DISABILITY PLAN
Fully Insured - UNIVERSAL LIFE INSURANCE COMPANY
Premiums$143K
Covered lives762
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
PUCPR GROUP LIFE INSURANCE PLAN
Fully Insured - UNIVERSAL LIFE INSURANCE COMPANY
Premiums$128K
Covered lives762
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PONTIFICAL CATHOLIC UNIVERSITY OF PUERTO RICO PENSION PLAN | TraditionalDB | $43.5M | 831 | 2024 | |
| 002 | PLAN DE BENEFICIOS DE RETIRO PARA EMPLEADOS DE LA PONTIFICIA UNIVERSIDAD CATOLICA DE PR | ProfitSharing | $15.8M | 553 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PONTIFICAL CATHOLIC UNIVERSITY OF PR | Fully Insured | FIRST MEDICAL HEALTH PLAN, INC. | $1.5M | 274 | 2025 | |
| 503 | PUCPR GROUP LONG TERM DISABILITY PLAN | Fully Insured | UNIVERSAL LIFE INSURANCE COMPANY | $143K | 762 | 2025 | |
| 506 | PUCPR GROUP LIFE INSURANCE PLAN | Fully Insured | UNIVERSAL LIFE INSURANCE COMPANY | $128K | 762 | 2025 |
Retirement plans
Welfare plans