Back to filter
Original filing (PDF)20250116134231NAL0038576336001
GENERA PR LLC
Form 5500
FILING_RECEIVED
GENERA PR LLC BUSINESS TRAVEL ACCIDENT
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
720
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
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 GENERA PR LLC.
Plan sponsor
Name
GENERA PR LLC
EIN
66-0994219
Address
250 AVE MUNOZ RIVERA SUITE 1200 · SAN JUAN, PR · 00902
Phone
(787) 209-3334
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
506
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-16
Welfare benefit codes
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
Related plans
Similar-size Utilities plans
MID-CONTINENT ENERGY CORP.
MID-CONTINENT ENERGY CORP. 401(K)
$0
POWERGEN, INC.
POWERGEN INC. RETIREMENT PLAN
$0
BADECO INC.
BADECO INC. 401(K) PLAN
$0
LANE POWER & ENERGY SOLUTIONS, INC.
LANE POWER & ENERGY SOLUTIONS, INC. 401(K) PLAN
$0
SIMPLY BLUE ENERGY US LLC
SIMPLY BLUE ENERGY US LLC
$0
SOUTHERN UTILITIES COMPANY, INC.
SOUTHERN UTILITIES COMPANY, INC. PROFIT SHARING PLAN AND TRUST
$0
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants