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Original filing (PDF)20250714124831NAL0001083137001
I.L.A. PRSSA PENSION PLAN
Form 5500
FILING_RECEIVED
I.L.A. PRSSA PENSION PLAN
Defined-benefit pension plan
Signals · 1
10 service providers
Active participants
—
Accounts w/ balance
0
Plan assets (EOY)
$108.5M
Net assets (EOY)
$108.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
88
Participation health
90
Knocking points off
- 59 bps in Schedule C fees — 488% above peer band of 10 bps.
- Highly fragmented vendor stack (10 disclosed providers, 6 categories).
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I.L.A. PRSSA PENSION PLAN.
Plan sponsor
Name
I.L.A. PRSSA PENSION PLAN
EIN
51-0151862
Address
ILA BUILDING SUITE 202 · 105 JOHN F KENNEDY · SAN JUAN, PR · 00920
Phone
(787) 783-0480
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
1B · Flat-dollar DB formula
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
CROWE PR PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | 31-1051736 | CINCINNATI, OH | CUSTODIAN | $12K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MD SASS | 13-2704843 | NEW YORK, NY | INVESTMENT MANAGER | $289K | — |
| RAFAEL CORTINA-YACE | 51-0151862 | SAN JUAN, PR | PLAN CONSULTANT | $51K | — |
| TRUCKER HUSS A PROFESSIONAL COMPANY | 94-3216063 | SAN FRANCISCO, CA | LEGAL ADVISORS | $43K | — |
| MENDOZA LAW OFFICES | 58-3767536 | SAN JUAN, PR | LEGAL ADVISORS | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSCAR RODRIGUEZ CORDOVA | 51-0151862 | SAN JUAN, PR | PLAN ADMINISTRATOR | $75K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUIS SIERRA | 51-0151862 | SAN JUAN, PR | ACCOUNTANT | $41K | — |
| CROWE PR PSC | 66-0539048 | GUAYNABO, PR | FINANCIAL AUDITORS | $34K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1835864 | NEW YORK, NY | ACTUARIES | $51K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOU ANN MATHEWS DIAZ | 51-0151862 | SAN JUAN, PR | SECRETARY | $24K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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