Original filing (PDF)20251009095921NAL0011212656001

CARIBBEAN AMERICAN LIFE ASSURANCE CO.

Name: CARIBBEAN AMERICAN LIFE ASSURANCE CO. — ASSURANT PUERTO RICO SAVINGS PLAN, Form 5500 (2024)
Creator: CARIBBEAN AMERICAN LIFE ASSURANCE CO.

Form 5500-SF

FILING_RECEIVED

ASSURANT PUERTO RICO SAVINGS PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$18.9M

Net assets (EOY)

$18.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARIBBEAN AMERICAN LIFE ASSURANCE CO..

Plan sponsor

Name

CARIBBEAN AMERICAN LIFE ASSURANCE CO.

EIN

66-0448783

Address

TORRE CHARDON · 350 CARLOS CHARDON AVE SUITE 1101 · SAN JUAN, PR · 00918

Phone

(787) 250-6470

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

3C · Not intended to be qualified

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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