Form 5500 · Employee benefit plan · GUAYNABO
ACI-HERZOG A JOINT VENTURE
The filing calls this plan ACI - HERZOG - A JOINT VENTURE EAP INSURANCE PLAN.
Public Form 5500 records show how ACI-HERZOG A JOINT VENTURE of GUAYNABO, PR, a transportation and logistics employer, structures its employee benefits. Coverage is written through SAN JUAN CAPESTRANO. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-3581810 · plan 503 · plan year 2025, filed Dec 31, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Reported premium is $5,146; the filing discloses no broker commission on these contracts.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SAN JUAN CAPESTRANO | — | 343 | Jun 1, 2025 | $5,146 | $0 |
Premium and claims on this contract
SAN JUAN CAPESTRANO, contract N/A. For the contract year on this filing, the carrier reported $5,146 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
- SAN JUAN CAPESTRANO, contract N/A reported $0 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Reported to OSHA
Reported to OSHA for 2025: 350 employees, 7 recordable cases, 39 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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