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  2. POPULAR, INC.
Sponsor portfolio

POPULAR, INC.

EIN 66-0667416-Finance and Insurance-Latest filing 2024
Plans
8
Retirement
2
$989.0M assets
Welfare
6
$9.6M premiums
Participants
54,592
PO BOX 362708, PO BOX 362708 - SAN JUAN, PR 009362708787-723-0077
Plans on this EIN
8 filings
#006ProfitSharing-$818.6M - 10,165 part#053401k-$170.4M - 1,573 part#529Fully Insured-$3.5M - 1,595 lives#501Fully Insured-$2.7M - 9,232 lives#515Fully Insured-$1.5M - 7,938 lives#503Fully Insured-$1.4M - 8,070 lives#526Fully Insured-$540K - 6,514 lives#508Fully Insured-$34K - 8,812 lives

Retirement portfolio analytics

2 plans aggregated / $989.0M assets / 11,738 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • AND INVESTMENT PLAN (#006)83%
  • & INVESTMENT PLAN (#053)17%
Total $989.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#006)10,165
  • & INVESTMENT PLAN (#053)1,573
Total 11,738Click row to drill in

Benefits portfolio analytics

6 plans / $9.6M premiums / 42,161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$3.6M
  • Vision$3.6M
  • Prescription drug$3.5M
  • Stop-loss$2.5M
  • Other$1.6M
  • +3 more
Total $9.6M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • MCS LIFE INSURANCE COMPANY36%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA30%
  • ZURICH AMERICAN INSURANCE COMPANY26%
  • TRIPLE S SALUD, INC.6%
  • INSPIRA MENTAL HEALTH MANAGEMENT1%
  • +2 more
Total $9.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • POPULAR RISK SERVICES, LLC35%
  • HUB INTERNATIONAL MIDWEST LIMITED31%
  • WORLDWIDE INSURANCE AND REINSURANCE27%
  • CGF INSURANCE LLC8%
Total $926K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN

ProfitSharing

Assets$818.6M
Participants10,165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#053

POPULAR, INC. USA 401(K) SAVINGS & INVESTMENT PLAN

401k

Assets$170.4M
Participants1,573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#529

RETIREE HEALTH PLAN

Fully Insured - MCS LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives1,595
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HEALTH, PHARMACY AND EMPLOYEE ASSISTANCE PROGRAM PLAN

Fully Insured - ZURICH NORTH AMERICA

Premiums$2.7M
Covered lives9,232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

LONG-TERM DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.5M
Covered lives7,938
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BASIC LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.4M
Covered lives8,070
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526

SHORT-TERM DISABILITY PLAN

Fully Insured - TRIPLE S VIDA, INC.

Premiums$540K
Covered lives6,514
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

BUSINESS TRAVEL ACCIDENT PLAN

Fully Insured - CHUBB INSURANCE COMPANY

Premiums$34K
Covered lives8,812
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006POPULAR, INC. PR SAVINGS AND INVESTMENT PLANProfitSharing$818.6M10,1652024
053POPULAR, INC. USA 401(K) SAVINGS & INVESTMENT PLAN401k$170.4M1,5732024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
529RETIREE HEALTH PLANFully InsuredMCS LIFE INSURANCE COMPANY$3.5M1,5952024
501HEALTH, PHARMACY AND EMPLOYEE ASSISTANCE PROGRAM PLANFully InsuredZURICH NORTH AMERICA$2.7M9,2322024
515LONG-TERM DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$1.5M7,9382024
503BASIC LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$1.4M8,0702024
526SHORT-TERM DISABILITY PLANFully InsuredTRIPLE S VIDA, INC.$540K6,5142024
508BUSINESS TRAVEL ACCIDENT PLANFully InsuredCHUBB INSURANCE COMPANY$34K8,8122024
Retirement plans
Welfare plans
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