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Original filing (PDF)20251015154526NAL0006808704001
PUERTO RICO TELEPHONE COMPANY
Form 5500
FILING_RECEIVED
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,291
Accounts w/ balance
—
Plan assets (EOY)
$797.4M
Net assets (EOY)
$796.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — 612% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
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 PUERTO RICO TELEPHONE COMPANY.
Plan sponsor
Name
PUERTO RICO TELEPHONE COMPANY
EIN
66-0564397
Address
GPO BOX 360998 · 1513 ROOSEVELT AVENUE, 10TH FLOOR · SAN JUAN, PR · 009360998
Phone
(787) 706-6360
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
DRIVEN PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 13-4064930 | — | NONE | $1.1M | — |
| KBI GLOBAL INVESTORS | 98-0460079 | — | NONE | $630K | — |
| PIMCO | 33-0629048 | — | NONE | $386K | — |
| MERCER | 13-2834414 | — | NONE | $376K | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $321K | — |
| BANCO POPULAR DE PUERTO RICO | 66-0561870 | — | NONE | $303K | — |
| MERCER | 61-0736136 | — | NONE | $269K | — |
| DRIVEN PSC | 66-0961896 | — | NONE | $20K | — |
Investments
1 pooled fund· $780.0M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUERTO RICO TELEPHONE COMPANY TRUST PUERTO RICO TELEPHONE COMPANY · EIN 66-0796228 / PN 001 | Master Trust | $780.0M | 97.8% |