Form 5500 · Retirement plan · SAN JUAN
UNIVERSIDAD POLITECNICA DE PUERTO RICO
The filing calls this plan UNIVERSIDAD POLITECNICA RETIREMENT PLAN.
UNIVERSIDAD POLITECNICA DE PUERTO RICO of SAN JUAN, PR's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. 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 66-0362666 · plan 001 · plan year 2025, filed May 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 $1,443,498 at the end of the plan year, as reported on Schedule A.
$693 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 July.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| UNIVERSAL LIFE INSURANCE COMPANY | Annuity / GIC | 110 | July | $1,443,498 | $693 |
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
Named on Schedule C of this filing. We publish company names only.
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.