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PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 401k Plan overview

Plan NamePUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES
Plan identification number 005

PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

PUERTO RICO TELEPHONE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PUERTO RICO TELEPHONE COMPANY
Employer identification number (EIN):660564397
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01ENRIQUE ORTIZ DE MONTELLANO

Plan Statistics for PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES

401k plan membership statisitcs for PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES

Measure Date Value
2022: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3165,274,149
Acturial value of plan assets2022-12-3164,781,252
Funding target for retired participants and beneficiaries receiving payment2022-12-3132,947,583
Number of terminated vested participants2022-12-31922
Fundng target for terminated vested participants2022-12-3118,175,312
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-311,985
Total funding target for all participants2022-12-3151,122,895
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31300,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,984
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-01877
Number of other retired or separated participants entitled to future benefits2022-01-01799
Total of all active and inactive participants2022-01-011,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01258
Total participants2022-01-011,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3167,026,537
Acturial value of plan assets2021-12-3164,386,387
Funding target for retired participants and beneficiaries receiving payment2021-12-3134,412,790
Number of terminated vested participants2021-12-31963
Fundng target for terminated vested participants2021-12-3118,031,917
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-312,039
Total funding target for all participants2021-12-3152,444,707
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31167,046
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31175,933
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31300,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,038
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01890
Number of other retired or separated participants entitled to future benefits2021-01-01834
Total of all active and inactive participants2021-01-011,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01260
Total participants2021-01-011,984
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-3165,988,578
Acturial value of plan assets2020-12-3165,763,451
Funding target for retired participants and beneficiaries receiving payment2020-12-3137,780,853
Number of terminated vested participants2020-12-31987
Fundng target for terminated vested participants2020-12-3118,384,235
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-312,094
Total funding target for all participants2020-12-3156,165,088
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31174,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31167,046
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31300,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31167,046
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,093
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01898
Number of other retired or separated participants entitled to future benefits2020-01-01873
Total of all active and inactive participants2020-01-011,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01267
Total participants2020-01-012,038
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3128,895,118
Acturial value of plan assets2019-12-3131,784,629
Funding target for retired participants and beneficiaries receiving payment2019-12-3113,444,977
Number of terminated vested participants2019-12-31818
Fundng target for terminated vested participants2019-12-3112,693,045
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-311,424
Total funding target for all participants2019-12-3126,138,022
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31200,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,424
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01928
Number of other retired or separated participants entitled to future benefits2019-01-01896
Total of all active and inactive participants2019-01-011,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01269
Total participants2019-01-012,093
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-3134,423,103
Acturial value of plan assets2018-12-3133,254,840
Funding target for retired participants and beneficiaries receiving payment2018-12-3113,490,173
Number of terminated vested participants2018-12-31836
Fundng target for terminated vested participants2018-12-3112,024,403
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-311,447
Total funding target for all participants2018-12-3125,514,576
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31101,812
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31107,900
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31200,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,447
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01499
Number of other retired or separated participants entitled to future benefits2018-01-01748
Total of all active and inactive participants2018-01-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01177
Total participants2018-01-011,424
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3132,047,020
Acturial value of plan assets2017-12-3132,047,020
Funding target for retired participants and beneficiaries receiving payment2017-12-3113,520,402
Number of terminated vested participants2017-12-31925
Fundng target for terminated vested participants2017-12-3111,675,139
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-311,544
Total funding target for all participants2017-12-3125,195,541
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31106,536
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31101,812
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31200,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31101,812
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,544
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01503
Number of other retired or separated participants entitled to future benefits2017-01-01769
Total of all active and inactive participants2017-01-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01175
Total participants2017-01-011,447
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES

Measure Date Value
2022 : PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$53,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$70,408
Total income from all sources (including contributions)2022-12-31$-10,248,282
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,015,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,569,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$50,063,970
Value of total assets at beginning of year2022-12-31$65,344,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$446,041
Total interest from all sources2022-12-31$1,029,570
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$56,355
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$25,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$633,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$247,461
Liabilities. Value of operating payables at end of year2022-12-31$53,528
Liabilities. Value of operating payables at beginning of year2022-12-31$70,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,263,707
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,010,442
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$65,274,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$142,225
Value of interest in master investment trust accounts at end of year2022-12-31$50,038,733
Value of interest in master investment trust accounts at beginning of year2022-12-31$64,710,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,029,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,569,384
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DRIVEN PSC
Accountancy firm EIN2022-12-31660961896
2021 : PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$70,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$115,123
Total income from all sources (including contributions)2021-12-31$3,567,805
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,320,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,880,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$65,344,557
Value of total assets at beginning of year2021-12-31$67,141,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$439,490
Total interest from all sources2021-12-31$1,724,321
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$53,839
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$633,740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$88,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$218,488
Liabilities. Value of operating payables at end of year2021-12-31$70,408
Liabilities. Value of operating payables at beginning of year2021-12-31$115,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,752,389
Value of net assets at end of year (total assets less liabilities)2021-12-31$65,274,149
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$67,026,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$167,163
Value of interest in master investment trust accounts at end of year2021-12-31$64,710,817
Value of interest in master investment trust accounts at beginning of year2021-12-31$67,053,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,724,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,880,704
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DRIVEN PSC
Accountancy firm EIN2021-12-31660961896
2020 : PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$115,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,497
Total income from all sources (including contributions)2020-12-31$6,455,125
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,417,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,996,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$174,000
Value of total assets at end of year2020-12-31$67,141,661
Value of total assets at beginning of year2020-12-31$66,015,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$420,660
Total interest from all sources2020-12-31$588,866
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$65,574
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$88,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$90,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$211,068
Liabilities. Value of operating payables at end of year2020-12-31$115,123
Liabilities. Value of operating payables at beginning of year2020-12-31$26,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,037,959
Value of net assets at end of year (total assets less liabilities)2020-12-31$67,026,538
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$65,988,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$144,018
Value of interest in master investment trust accounts at end of year2020-12-31$67,053,607
Value of interest in master investment trust accounts at beginning of year2020-12-31$65,924,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$588,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$174,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,996,506
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DRIVEN PSC
Accountancy firm EIN2020-12-31660961896
2019 : PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$34,210,480
Total transfer of assets to this plan2019-12-31$34,210,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$162,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$162,784
Total income from all sources (including contributions)2019-12-31$4,933,864
Total income from all sources (including contributions)2019-12-31$4,933,864
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,050,883
Total of all expenses incurred2019-12-31$2,050,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,748,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,748,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$66,015,076
Value of total assets at end of year2019-12-31$66,015,076
Value of total assets at beginning of year2019-12-31$29,057,902
Value of total assets at beginning of year2019-12-31$29,057,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$302,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$302,442
Total interest from all sources2019-12-31$432,711
Total interest from all sources2019-12-31$432,711
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$55,391
Administrative expenses professional fees incurred2019-12-31$55,391
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$90,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$90,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$77,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$141,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$141,253
Administrative expenses (other) incurred2019-12-31$176,269
Administrative expenses (other) incurred2019-12-31$176,269
Liabilities. Value of operating payables at end of year2019-12-31$26,497
Liabilities. Value of operating payables at end of year2019-12-31$26,497
Liabilities. Value of operating payables at beginning of year2019-12-31$21,531
Liabilities. Value of operating payables at beginning of year2019-12-31$21,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,882,981
Value of net income/loss2019-12-31$2,882,981
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,988,579
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,988,579
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,895,118
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,895,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$70,782
Investment advisory and management fees2019-12-31$70,782
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$65,924,472
Value of interest in master investment trust accounts at end of year2019-12-31$65,924,472
Value of interest in master investment trust accounts at beginning of year2019-12-31$28,980,178
Value of interest in master investment trust accounts at beginning of year2019-12-31$28,980,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$432,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$432,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,748,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,748,441
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO PUERTO RICO PSC
Accountancy firm name2019-12-31BDO PUERTO RICO PSC
Accountancy firm EIN2019-12-31660578857
Accountancy firm EIN2019-12-31660578857
2018 : PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$110,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$162,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$64,955
Total income from all sources (including contributions)2018-12-31$-3,343,951
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,073,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,809,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$29,057,902
Value of total assets at beginning of year2018-12-31$34,488,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$263,679
Total interest from all sources2018-12-31$690,657
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$55,141
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$77,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$117,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$141,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$124,723
Liabilities. Value of operating payables at end of year2018-12-31$21,531
Liabilities. Value of operating payables at beginning of year2018-12-31$64,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,417,548
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,895,118
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,423,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$83,815
Value of interest in master investment trust accounts at end of year2018-12-31$28,980,178
Value of interest in master investment trust accounts at beginning of year2018-12-31$34,352,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$17,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$17,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$690,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,809,918
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO PUERTO RICO PSC
Accountancy firm EIN2018-12-31660578857
2017 : PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$34,653,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$64,955
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$808,217
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,038,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$800,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$106,536
Value of total assets at end of year2017-12-31$34,488,058
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$237,797
Total interest from all sources2017-12-31$228,254
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$36,770
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$117,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$121,791
Liabilities. Value of operating payables at end of year2017-12-31$64,955
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-230,277
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,423,103
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$79,236
Value of interest in master investment trust accounts at end of year2017-12-31$34,352,590
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$17,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$228,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$106,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$800,697
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO PUERTO RICO PSC
Accountancy firm EIN2017-12-31660578857

Form 5500 Responses for PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES

2022: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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