Original filing (PDF)20251014135405NAL0001458515001

Board of Trustees Union de Tronquistas de Puerto Rico Local 901

Name: Board of Trustees Union de Tronquistas de Puerto Rico Local 901 — Form 5500 Plan 001 (2024)
Creator: Board of Trustees Union de Tronquistas de Puerto Rico Local 901
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Union de Tronquistas de Puerto Rico Local 901 - Pension Plan

Defined-benefit pension plan · Board of Trustees Union de Tronquistas de Puerto Rico Local 901's Union de Tronquistas de Puerto Rico Local 901 - Pension Plan held $1.2M in plan assets for 53 participants in 2024.

Signals · 2

~4262 bps in Sched C fees7 service providers

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.1M

Plan health score

Average plan with room to improve

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

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES UNION DE TRONQUISTAS DE PUERTO RICO LOCAL 901.

Plan sponsor

Name

BOARD OF TRUSTEES UNION DE TRONQUISTAS DE PUERTO RICO LOCAL 901

EIN

66-0344357all filings

Address

252 CALLE DEL PARQUE STOP 23 · SAN JUAN, PR · 00912

Phone

(787) 721-8980

Industry

Other Services (ex. Public Admin)

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

2025-10-14

Pension benefit codes

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

AQUINO DE CORDOVA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE SEGAL COMPANY	13-1825864	NEW YORK, NY	NONE	$368K	—
LUIS CANDELARIO ROSARIO	66-0344657	CAGUAS, PR	NONE	$46K	—
JOHANNY MEJIAS NAVARRO	66-0344357	SAN JUAN, PR	NONE	$35K	—
MILITZA SANTIAGO	66-0344357

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.