How big is Union de Carpinteros de Puerto Rico's plan?

Union de Carpinteros de Puerto Rico's plan reported $2.5M in assets and 482 participants for 2024.

Original filing (PDF)20250929151019NAL0012343072001

Union de Carpinteros de Puerto Rico

Name: Union de Carpinteros de Puerto Rico — Fondo del Plan, Form 5500 (2024)
Creator: Union de Carpinteros de Puerto Rico
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fondo del Plan de Bienestar de la Union de Carpinteros

Health & welfare plan · Union de Carpinteros de Puerto Rico's Fondo del Plan de Bienestar de la Union de Carpinteros held $2.5M in plan assets for 482 participants in 2024.

Signals · 2

18% employer stock~307 bps in Sched C fees

Active participants

482

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Gloria Medin signed Union de Carpinteros de Puerto Rico's 2024 Form 5500 as plan administrator.

Gloria Medin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Union de Carpinteros de Puerto Rico's EIN is 66-0225596.

EIN 66-0225596

Plan number 501

Plan year 2024

ACK ID 20250929151019NAL0012343072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Union de Carpinteros de Puerto Rico from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Union de Carpinteros de Puerto Rico's plan includes health coverage, life insurance, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNION DE CARPINTEROS DE PUERTO RICO.

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How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

UNION DE CARPINTEROS DE PUERTO RICO

EIN

all filings

Address

PO BOX 364506 · SAN JUAN, PR · 009364506

Phone

(787) 995-1751

Industry

Construction

Plan administrator

Name

PLAN DE BIENESTAR DE LA UNION DE CARPINTEROS

EIN

66-0343891

City

SAN JUAN, PR

Phone

(787) 995-1751

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-29

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life insurance

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

EFRAIN RODRIGUEZ & ASSOCIATES CPA'S

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MIRIAM CASTRO CHANDRI	58-4971700	SAN JUAN, PR	NONE	$52K	—
EFRAIN RODRIGUEZ AND ASSOCIATES	66-0746772	GUAYNABO, PR	NONE	$14K	—
MARTINEZ ALVAREZ, MENENDEZ CORTADA	66-0526531	SAN JUAN, PR	NONE	$11K	—

Investments

43 direct securities· $1.7M(67% of reported assets)

U.S. Treasuries

$589K

8 holdings

Other securities

$398K

9 holdings

Common Stocks

$299K

14 holdings

Common Collective Trusts

$205K

2 holdings

Agency / Mortgage-Backed

$188K

10 holdings

					% of plan
US Treasury Note Fixed Income Securities	U.S. Treasuries	—	$196K	$192K	7.7%
US Treasury Note Fixed Income Securities	U.S. Treasuries	—	$131K	$130K	5.2%
Ishares S&P 500 Mutual Funds	Common Collective Trusts	—	$17K	$106K	4.3%
Ishares S&P 500 Value Mutual Funds	Common Collective Trusts	—	$39K	$99K	3.9%
Ishares S&P Midcap 400 Mutual Funds	Other securities	—	$22K	$90K	3.6%
Ishares S&P Midcap 400 Mutual Funds	Other securities	—	$22K	$72K	2.9%
Ishares S&P Smallcap 600 Mutual Funds	Other securities	—	$16K	$68K	2.7%
US Treasury Note Fixed Income Securities	U.S. Treasuries	—	$72K	$67K	2.7%
US Treasury Note Fixed Income Securities	U.S. Treasuries	—	$60K	$58K	2.3%
US Treasury Note Fixed Income Securities	U.S. Treasuries	—	$64K	$57K	2.3%
FNMA PMA4378 Fixed Income Securities	Agency / Mortgage-Backed	—	$63K	$50K	2.0%
Ishares S&P Smallcap 600 Mutual Funds	Other securities	—	$15K	$45K	1.8%
FNMA PMA4379 Fixed Income Securities	Agency / Mortgage-Backed	—	$53K	$43K	1.7%
US Treasury Note Fixed Income Securities	U.S. Treasuries	—	$39K	$38K	1.5%
Morgan Stanley Fixed Income Securities	Other securities	—	$38K	$36K	1.4%
Abbvie Inc. Fixed Income Securities	Common Stocks	—	$33K	$31K	1.3%
FNMA PBC4714 Fixed Income Securities	Agency / Mortgage-Backed	—	$33K	$28K	1.1%
Ishares MSCI Emerging Mutual Funds	Other securities	—	$17K	$28K	1.1%
JP Morgan Chase & Co. Fixed Income Securities	Common Stocks	—	$31K	$27K	1.1%
Oracle Corp Fixed Income Securities	Common Stocks	—	$30K	$26K	1.0%
US Treasury Note Fixed Income Securities	U.S. Treasuries	—	$28K	$26K	1.0%
CVS Health Corp Fixed Income Securities	Common Stocks	—	$24K	$22K	0.9%
Abbvie Inc. Fixed Income Securities	Common Stocks	—	$22K	$22K	0.9%
US Treasury Note Fixed Income Securities	U.S. Treasuries	—	$22K	$22K	0.9%
Cigna Corp Fixed Income Securities	Common Stocks	—	$25K	$21K	0.9%
Bank of America Corp Fixed Income Securities	Common Stocks	—	$24K	$21K	0.8%
Fiserv Inc. Fixed Income Securities	Common Stocks	—	$22K	$21K	0.8%
BP CAP Markets America Fixed Income Securities	Other securities	—	$21K	$21K	0.8%
Comcast Corp Fixed Income Securities	Common Stocks	—	$24K	$20K	0.8%
Verizon Communications Fixed Income Securities	Other securities	—	$22K	$20K	0.8%
Nextera Energy Capital Fixed Income Securities	Other securities	—	$23K	$19K	0.8%
Apple, Inc. Fixed Income Securities	Common Stocks	—	$22K	$19K	0.8%
Marsh & McLennan Cos Inc Fixed Income Securities	Common Stocks	—	$19K	$19K	0.8%
FHLMC G0 8737 Fixed Income Securities	Agency / Mortgage-Backed	—	$21K	$19K	0.7%
FHLMC SD 8107 Fixed Income Securities	Agency / Mortgage-Backed	—	$21K	$17K	0.7%
JP Morgan Chase & Co. Fixed Income Securities	Common Stocks	—	$17K	$17K	0.7%
Bank of America Corp Fixed Income Securities	Common Stocks	—	$16K	$17K	0.7%
Capital One Financial Co Fixed Income Securities	Common Stocks	—	$16K	$16K	0.6%
FHLMC G6 0713 Fixed Income Securities	Agency / Mortgage-Backed	—	$10K	$9K	0.3%
FNMA PMA2896 Fixed Income Securities	Agency / Mortgage-Backed	—	$8K	$7K	0.3%
FNMA PAL 5876 Fixed Income Securities	Agency / Mortgage-Backed	—	$7K	$6K	0.3%
FHLMC G0 8676 Fixed Income Securities	Agency / Mortgage-Backed	—	$6K	$6K	0.2%
FHLMC G1 8684 Fixed Income Securities	Agency / Mortgage-Backed	—	$3K	$3K	0.1%