Form 5500 · Employee benefit plan · SAN JUAN
MENDEZ & CO., INC.
The filing calls this plan MENDEZ & CO., INC. HEALTH & WELFARE PLAN.
MENDEZ & CO., INC. of SAN JUAN, PR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL PUERTO RICO, INC.. Coverage is written through TRIPLE S SALUD, INC. and 2 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 66-0177198 · plan 505 · plan year 2025, filed Mar 27, 2026
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32 other employer plans in the U.S. have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
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
Schedule A lists 4 insured contracts covering health, dental, life and disability; the largest, with TRIPLE S SALUD, INC., covers 393 people.
Reported premium across the insured contracts is $2,532,509, with $90,657 in disclosed broker commissions — about 3.6% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
HUB INTERNATIONAL PUERTO RICO, INC. is the broker of record on all 4 contracts.
3 carriers appear on the filing, including TRIPLE S SALUD, INC., TRIPLE-S VIDA, INC. and INSPIRA MENTAL HEALTH MANAGEMENT. TRIPLE S SALUD, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| TRIPLE S SALUD, INC. | Health, Dental | 393 | Oct 1, 2025 | $2,406,712 | $72,201 |
| TRIPLE-S VIDA, INC. | Disability | 505 | Oct 1, 2025 | $67,440 | $10,116 |
| TRIPLE-S VIDA, INC. | Life | 505 | Oct 1, 2025 | $50,112 | $7,516 |
| INSPIRA MENTAL HEALTH MANAGEMENT | — | 509 | Oct 1, 2025 | $8,245 | $824 |
Premium and claims on these contracts
TRIPLE S SALUD, INC., contract SP0003503. For the contract year on this filing, the carrier reported $2,406,712 in premium earned and $1,753,238 in claims incurred. Dividing one by the other gives 73%.
TRIPLE-S VIDA, INC., contract LTDR2-1112001. For the contract year on this filing, the carrier reported $67,440 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
TRIPLE-S VIDA, INC., contract V-0110003. For the contract year on this filing, the carrier reported $50,112 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
INSPIRA MENTAL HEALTH MANAGEMENT, contract 0. For the contract year on this filing, the carrier reported $8,245 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
- TRIPLE S SALUD, INC., contract SP0003503 reported $72,201 in retention.
- TRIPLE-S VIDA, INC., contract LTDR2-1112001 reported $10,116 in retention.
- TRIPLE-S VIDA, INC., contract V-0110003 reported $7,516 in retention.
- INSPIRA MENTAL HEALTH MANAGEMENT, contract 0 reported $824 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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
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Renewal calendar
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