Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BANCO POPULAR DE PUERTO RICO
EIN 66-0561870Finance and InsuranceLatest filing 2024
Plans
3
Retirement
2
$635.7M assets
Welfare
1
Participants
16,141
PO BOX 362708 - SAN JUAN, PR 009362708787-765-9800
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $635.7M assets / 7,580 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
TraditionalDB
Assets$607.5M
Participants7,517
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BANCO POPULAR DE PR TAX QUALIFIED RET. RESTORATION PLAN
TraditionalDB
Assets$28.2M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#528
ON SITE HEALTH AND WELLNESS CENTER PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN | TraditionalDB | $607.5M | 7,517 | 2024 | |
| 004 | BANCO POPULAR DE PR TAX QUALIFIED RET. RESTORATION PLAN | TraditionalDB | $28.2M | 63 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 528 | ON SITE HEALTH AND WELLNESS CENTER PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans