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Original filing (PDF)20251003073722NAL0001122225001
PONTIFICAL CATHOLIC UNIVERSITY OF PUERTO RICO
Form 5500
FILING_RECEIVED
PONTIFICAL CATHOLIC UNIVERSITY OF PUERTO RICO PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
209
Accounts w/ balance
—
Plan assets (EOY)
$43.5M
Net assets (EOY)
$43.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
80
Vendor stack
55
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
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 PONTIFICAL CATHOLIC UNIVERSITY OF PUERTO RICO.
Plan sponsor
Name
PONTIFICAL CATHOLIC UNIVERSITY OF PUERTO RICO
EIN
66-0191965
Address
2250 BLVD LUIS A. FERRE, STE 623 · PONCE, PR · 007170777
Phone
(787) 841-2000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
OJEDA CPA GROUP, P.S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POPULAR SECURITIES, LLC | 66-0374802 | — | NONE | $63K | — |
| BANCO POPULAR DE PUERTO RICO | 66-0561870 | — | NONE | $56K | — |
| BPAS ACTUARIAL & PENSION SERVICES | 30-0192194 | — | NONE | $28K | — |
| AIG | 66-0319193 | — | NONE | $15K | — |
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.