PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. PUERTO RICO TELEPHONE COMPANY
Sponsor portfolio

PUERTO RICO TELEPHONE COMPANY

EIN 66-0564397-Information-Latest filing 2024
Plans
9
Retirement
4
$886.3M assets
Welfare
5
$11.1M premiums
Participants
22,576
GPO BOX 360998, 1513 ROOSEVELT AVENUE, 10TH FLOOR - SAN JUAN, PR 009360998787-706-6360
Plans on this EIN
9 filings
#008CashBalance-$797.4M - 7,094 part#005CashBalance-$72.1M - 2,280 part#004CashBalance-$15.2M - 1,754 part#009OtherDC-$1.5M - 3,183 part#517Fully Insured-$11.1M - 4,752 lives#503Fully Insured-$18K - 189 lives#508Fully Insured-$2K - 790 lives#507Fully Insured-$948 - 790 lives#501Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $886.3M assets / 14,311 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • AND HOURLY EMPLOYEES (#008)90%
  • CERTAIN FORMER EMPLOYEES (#005)8%
  • SUM RETIREMENT PLAN (#004)2%
  • RICO EMPLOYEES Savings (#009)0%
Total $886.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND HOURLY EMPLOYEES (#008)7,094
  • RICO EMPLOYEES Savings (#009)3,183
  • CERTAIN FORMER EMPLOYEES (#005)2,280
  • SUM RETIREMENT PLAN (#004)1,754
Total 14,311Click row to drill in

Benefits portfolio analytics

5 plans / $11.1M premiums / 6,521 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.3M
  • Dental$9.3M
  • Prescription drug$9.3M
  • Other$1.6M
  • Life$1.5M
  • Vision$1.3M
  • +1 more
Total $11.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • TRIPLE S SALUD, INC.86%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $11.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $158K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES

CashBalance

Assets$797.4M
Participants7,094
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES

CashBalance

Assets$72.1M
Participants2,280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PUERTO RICO TELEPHONE COMPANY LUMP SUM RETIREMENT PLAN

CashBalance

Assets$15.2M
Participants1,754
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

CLARO PUERTO RICO EMPLOYEES SAVINGS PLAN

OtherDC

Assets$1.5M
Participants3,183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517

PRTC HEALTH LIFE & LTD INS PLAN

Fully Insured - TRIPLE S SALUD

Premiums$11.1M
Covered lives4,752
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PRTC GROUP ACCIDENT PLAN VOLUNTARY INS-24HRS

Fully Insured - CHUBB INSRUANCE COMPANY

Premiums$18K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

PRTC GROUP ACCIDENTAL INS PLAN / 24 HRS

Fully Insured - CHUBB INSURANCE COMPANY

Premiums$2K
Covered lives790
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

PRTC BUSINESS TRAVEL INSURANCE PLAN

Fully Insured - CHUBB INSURANCE COMPANY

Premiums$948
Covered lives790
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FIDEICOMISO PARA LA ADMINISTRACION DEL FONDO DE BENEFIECNCIA UIET

Self Funded

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

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
008PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEESCashBalance$797.4M7,0942024
005PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEESCashBalance$72.1M2,2802024
004PUERTO RICO TELEPHONE COMPANY LUMP SUM RETIREMENT PLANCashBalance$15.2M1,7542024
009CLARO PUERTO RICO EMPLOYEES SAVINGS PLANOtherDC$1.5M3,1832024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
517PRTC HEALTH LIFE & LTD INS PLANFully InsuredTRIPLE S SALUD$11.1M4,7522024
503PRTC GROUP ACCIDENT PLAN VOLUNTARY INS-24HRSFully InsuredCHUBB INSRUANCE COMPANY$18K1892024
508PRTC GROUP ACCIDENTAL INS PLAN / 24 HRSFully InsuredCHUBB INSURANCE COMPANY$2K7902024
507PRTC BUSINESS TRAVEL INSURANCE PLANFully InsuredCHUBB INSURANCE COMPANY$9487902024
501FIDEICOMISO PARA LA ADMINISTRACION DEL FONDO DE BENEFIECNCIA UIETSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica