Filings through .
Pension Plus Inc
Matched across 12 name variants in the filings
Pension Plus Inc summary
Pension Plus Inc appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $389M in assets for 5,491 participants. The median client plan holds $12.4M. Most client plans are sponsored in PR, UT and FL. The largest clients by plan assets are Universal Group, Utah Cancer Specialists, P.C. and Redmond, Inc.. Plans reported $168K in direct and indirect compensation paid to Pension Plus Inc. The median is $6K per plan.
- Participants
- 5,491
- Median plan assets
- $12.4M
- Median plan participants
- 224
- Median fees per plan
- $6K
- Schedule C direct + indirect
Top 18 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Universal Group | PR | $154M | 1,325 |
| Utah Cancer Specialists, P.C. | UT | $66.4M | 372 |
| Redmond, Inc. | UT | $32.9M | 596 |
| Klas Enterprises, LLC | UT | $29.8M | 244 |
| Puerto Rico Energy LLC | PR | $22.0M | 223 |
| Universal Insurance Holdings of North America Inc. | FL | $18.4M | 280 |
| Universal Insurance Managers, Inc | FL | $16.4M | 268 |
| Island Finance, LLC | PR | $13.0M | 549 |
| CPM PR, LLC | PR | $12.6M | 311 |
| Hub International Puerto Rico, Inc. | PR | $12.2M | 156 |
| Fundacion De Hogares Para Trabajadores | PR | $2.7M | 134 |
| American Military Academy Corporation | PR | $2.0M | 107 |
| Combined Building &Housing Consultants, Inc. | PR | $1.7M | 135 |
| Camera Mundi LLC | PR | $1.5M | 118 |
| Combined Building &Housing Consultants, Inc. | PR | $1.4M | 132 |
| Ffi Holdings Puerto Rico, Inc. | PR | $1.1M | 225 |
| Fernando Sumaza & Co, Inc and Affiliates | PR | $537K | 119 |
| Inspira Mental Health Management Inc | PR | $410K | 197 |
- Universal Group$154MPRParticipants 1,325
- UTParticipants 372
- Redmond, Inc.$32.9MUTParticipants 596
- Klas Enterprises, LLC$29.8MUTParticipants 244
- Puerto Rico Energy LLC$22.0MPRParticipants 223
- FLParticipants 280
- FLParticipants 268
- Island Finance, LLC$13.0MPRParticipants 549
- CPM PR, LLC$12.6MPRParticipants 311
- PRParticipants 156
- PRParticipants 134
- PRParticipants 107
- PRParticipants 135
- Camera Mundi LLC$1.5MPRParticipants 118
- PRParticipants 132
- PRParticipants 225
- PRParticipants 119
- PRParticipants 197
Top client states
- PR13 plans
- UT3 plans
- FL2 plans
Frequently asked questions
- Who uses Pension Plus Inc?
- 18 retirement plans list Pension Plus Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Universal Group, Utah Cancer Specialists, P.C., Redmond, Inc., Klas Enterprises, LLC and Puerto Rico Energy LLC. Most client plans are sponsored in PR, UT and FL.
- How many plans does Pension Plus Inc serve?
- Pension Plus Inc serves 18 retirement plans with $389M in plan assets and 5,491 participants, based on the latest Form 5500 filings through 2024.
- What does Pension Plus Inc charge?
- Plans reported $168K in total Schedule C compensation paid to Pension Plus Inc. The median plan paid $6K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served18Rank #923 of mapped providers
Assets under administration$389M0.0%Rank #6688 by share of filed assets
Fees received$167,722Median $5,998/planSum across Schedule C direct + indirect
Net wins YoY-22 won - 4 lostPlan-level switch detection
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