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CONSUELO REVUELTA INSURANCE BROKER , INC — CONSUELO REVUELTA INSURANCE BROKER, INC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250929141456NAL0015313555001
CONSUELO REVUELTA INSURANCE BROKER , INC
Form 5500-SF
FILING_RECEIVED
CONSUELO REVUELTA INSURANCE BROKER, INC RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
9
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CONSUELO REVUELTA INSURANCE BROKER , INC
.
Find decision makers
Plan sponsor
Name
CONSUELO REVUELTA INSURANCE BROKER , INC
EIN
66-0728818
Address
PO BOX 40168 · MINILLAS STATION · SAN JUAN, PR · 00940
Phone
(787) 758-4700
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Name
ORIENTAL BANK
EIN
66-0259436
City
SAN JUAN, PR
Phone
(787) 474-1993
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3C · Not intended to be qualified
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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Helping the score
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