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Form 5500 · Employee benefit plan · SAN JUAN, PR

JF MONTALVO CASH & CARRY

JF MONTALVO CASH & CARRY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AON RISK SERVICES OF PR. Coverage is written through APS OPTIMIND. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 66-0368345 · plan 503 · as of Jul 2026

Participants
353
Carriers on file
1
Disclosed commissions
$529
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
APS OPTIMIND353December$529

Questions

Who is JF MONTALVO CASH & CARRY's benefits broker?

Per its most recent Form 5500 Schedule A, JF MONTALVO CASH & CARRY's broker of record is AON RISK SERVICES OF PR.

What insurance carrier does JF MONTALVO CASH & CARRY use?

JF MONTALVO CASH & CARRY's benefit plan is written through APS OPTIMIND.

When does JF MONTALVO CASH & CARRY's group plan renew?

The most recent Schedule A policy period for JF MONTALVO CASH & CARRY ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from JF MONTALVO CASH & CARRY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.