Form 5500 · Retirement plan · CAROLINA
BOYS & GIRLS CLUBS OF PUERTO RICO
The filing calls this plan BOYS & GIRLS CLUBS OF PUERTO RICO RETIREMENT PLAN.
BOYS & GIRLS CLUBS OF PUERTO RICO of CAROLINA, PR files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by UNIVERSAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 66-0327584 · plan 002 · plan year 2025, filed Sep 14, 2026
Plan brief
Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with UNIVERSAL LIFE INSURANCE COMPANY.
The contracts held $1,591 at the end of the plan year, as reported on Schedule A.
$1 in agent commissions is disclosed across the contracts; FINANXIAL INSURANCE CORP. is the agent of record.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in June.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| UNIVERSAL LIFE INSURANCE COMPANY | Annuity / GIC | 3 | June | $1,591 | $1 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 627 employees, 24 recordable cases, 77 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.
The filing reports that employee contributions were not forwarded to the plan on time (line 4a).