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  2. POPULAR, INC.
Sponsor portfolio

POPULAR, INC.

EIN 66-0667416-Finance and Insurance-Latest filing 2025
Plans
8
Retirement
2
$1.19B assets
Welfare
6
$9.7M premiums
Participants
55,474
PO BOX 362708, PO BOX 362708 - SAN JUAN, PR 009362708787-723-0077
Plans on this EIN
8 filings
#006ProfitSharing-$1.00B - 10,240 part#053401k-$191.0M - 1,555 part#529Fully Insured-$3.4M - 1,595 lives#501Fully Insured-$2.9M - 9,182 lives#515Fully Insured-$1.4M - 8,065 lives#503Fully Insured-$1.3M - 8,151 lives#526Fully Insured-$557K - 7,019 lives#508Fully Insured-$34K - 8,812 lives

Retirement portfolio analytics

2 plans aggregated / $1.19B assets / 11,795 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • AND INVESTMENT PLAN (#006)84%
  • & INVESTMENT PLAN (#053)16%
Total $1.19BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#006)10,240
  • & INVESTMENT PLAN (#053)1,555
Total 11,795Click row to drill in

Benefits portfolio analytics

6 plans / $9.7M premiums / 42,824 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Vision$3.5M
  • Prescription drug$3.4M
  • Stop-loss$2.7M
  • Other$1.5M
  • +3 more
Total $9.7M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • MCS LIFE INSURANCE COMPANY36%
  • ZURICH AMERICAN INSURANCE COMPANY28%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA28%
  • TRIPLE S SALUD, INC.7%
  • INSPIRA MENTAL HEALTH MANAGEMENT1%
  • +2 more
Total $9.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
32%top
  • POPULAR RISK SERVICES, LLC32%
  • WORLDWIDE INSURANCE AND REINSURANCE27%
  • HUB INTERNATIONAL MIDWEST LIMITED27%
  • CGF INSURANCE LLC13%
Total $998K4 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 SAVINGS AND INVESTMENT PLAN

ProfitSharing

Assets$1.00B
Participants10,240
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$191.0M
Participants1,555
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$3.4M
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 AMERICAN INSURANCE COMPANY

Premiums$2.9M
Covered lives9,182
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$1.4M
Covered lives8,065
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$1.3M
Covered lives8,151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526

SHORT-TERM DISABILITY PLAN

Fully Insured - TRIPLE-S VIDA, INC.

Premiums$557K
Covered lives7,019
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 PLAN SAVINGS AND INVESTMENT PLANProfitSharing$1.00B10,2402025
053POPULAR, INC. USA 401(K) SAVINGS & INVESTMENT PLAN401k$191.0M1,5552025

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
529RETIREE HEALTH PLANFully InsuredMCS LIFE INSURANCE COMPANY$3.4M1,5952025
501HEALTH, PHARMACY AND EMPLOYEE ASSISTANCE PROGRAM PLANFully InsuredZURICH AMERICAN INSURANCE COMPANY$2.9M9,1822025
515LONG-TERM DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$1.4M8,0652025
503BASIC LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$1.3M8,1512025
526SHORT-TERM DISABILITY PLANFully InsuredTRIPLE-S VIDA, INC.$557K7,0192025
508BUSINESS TRAVEL ACCIDENT PLANFully InsuredCHUBB INSURANCE COMPANY$34K8,8122025
Retirement plans
Welfare plans
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