Original filing (PDF)20241022132257NAL0001444275001

HPM FOUNDATION, INC.

Name: HPM FOUNDATION, INC. — HPM FOUNDATION HEALTH PLAN, Form 5500 (2023)
Creator: HPM FOUNDATION, INC.

Form 5500

FILING_RECEIVED

HPM FOUNDATION HEALTH PLAN

Health & welfare plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

203

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No independent qualified public accountant (IQPA) named.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HPM FOUNDATION, INC..

Plan sponsor

Name

HPM FOUNDATION, INC.

EIN

66-0437924

Address

BO OBRERO STATION · PO BOX 14457 · SANTURCE, PR · 009164457

Phone

(787) 268-4171

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

503

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-10-22

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

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.