Puerto Rico Telephone pension plans

Puerto Rico Telephone Company, San Juan, PR. EIN 66-0564397. Annual reports 2009–2024. Also filed as Puerto Rico Telephone Company, Inc.

Puerto Rico Telephone Company has 4 active retirement plans on file. The largest is the Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, with 7,094 participants and $797 million in assets in 2024.

Active plans: 4
Participants: 14,311
Plan assets: $885 million
Plans on file: 8
Industry: Information and media

All 8 plans

Active plans first

Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 008Employer EIN 66-0564397
Participants (2024): 7,094
Net assets (2024): $797 million
Plan administrator: Puerto Rico Telephone Company
Gpo Box 360998, 1513 Roosevelt Avenue, 10TH Floor
San Juan, PR 00936
(787) 706-6360As filed for 2024
In effect since: January 1, 2019

Plans merged into this one: Retirement Plan for Salaried Employees of Puerto Rico Telephone Company II (2019).

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,094	$797 million	not listed
2023	7,213	$800 million	not listed
2022	7,968	$857 million	not listed
2021	8,077	$1.2 billion	not listed
2020	8,172	$1.2 billion	not listed
2019	8,271	$1.1 billion	not listed

Claro Puerto Rico Employees Savings Plan

Defined contribution planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 009Employer EIN 66-0564397
Participants (2024): 3,183
Net assets (2024): $1.5 million
Plan administrator: Puerto Rico Telephone Company, Inc.
Po Box 360998
San Juan, PR 00936
(787) 706-6599As filed for 2024
In effect since: February 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,183	$1.5 million	not listed
2023	2,860	$875,560	not listed
2022	2,650	$352,638	not listed

Puerto Rico Telephone Company Retirement Plan for Certain Former Employees

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 66-0564397
Participants (2024): 2,280
Net assets (2024): $72.1 million
Plan administrator: Puerto Rico Telephone Company
Gpo Box 360998, 1513 Roosevelt Avenue, 10TH Floor
San Juan, PR 00936
(787) 706-6360As filed for 2024
In effect since: January 1, 2017

Year by year, 2017 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,280	$72.1 million	not listed
2023	2,462	$76.5 million	not listed
2022	1,935	$50.0 million	not listed
2021	1,984	$65.3 million	not listed
2020	2,038	$67.0 million	not listed
2019	2,093	$66.0 million	not listed
2018	1,424	$28.9 million	not listed
2017	1,447	$34.4 million	not listed

Puerto Rico Telephone Company Lump Sum Retirement Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 66-0564397
Participants (2024): 1,754
Net assets (2024): $15.2 million
Plan administrator: Puerto Rico Telephone Company
Gpo Box 360998, 1513 Roosevelt Avenue, 10TH Floor
San Juan, PR 00936
(787) 706-6360As filed for 2024
In effect since: January 1, 1996

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,754	$15.2 million	not listed
2023	1,908	$17.6 million	not listed
2022	2,052	$17.3 million	not listed
2021	2,218	$22.3 million	not listed
2020	2,390	$26.4 million	not listed
2019	2,540	$27.1 million	not listed
2018	2,749	$27.8 million	not listed
2017	2,932	$31.3 million	not listed
2016	3,121	$28.9 million	not listed
2015	3,212	$30.2 million	not listed
2014	3,414	$32.5 million	not listed
2013	3,647	$33.4 million	not listed
2012	3,873	$39.0 million	not listed
2011	4,029	$43.0 million	not listed
2010	4,317	$36.5 million	not listed
2009	4,571	$36.6 million	not listed

Puerto Rico Telephone Company Pension Plan for Hourly Employees II

Cash balance pensionMerged

Merged. In 2019 its assets moved to the Retirement Plan for Salaried Employees of Puerto Rico Telephone Company II, sponsored by Puerto Rico Telephone Company (EIN 66-0564397, plan 006). Accounts moved with them, so that plan is the one to contact.

Plan number: 007Employer EIN 66-0564397
Participants (2018): 4,595
Net assets (2018): $394 million
Plan administrator: Puerto Rico Telephone Company
Gpo Box 360998, 1513 Roosevelt Avenue, 10TH Floor
San Juan, PR 00936
(787) 706-6360As filed for 2019
In effect since: December 5, 2017

Plans merged into this one: Puerto Rico Telephone Company Pension Plan for Hourly Employees (2017).

Year by year, 2017 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	4,595	$394 million	not listed
2017	4,648	$445 million	not listed

Retirement Plan for Salaried Employees of Puerto Rico Telephone Company II

Cash balance pensionMerged

Merged. In 2019 its assets moved to the Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, sponsored by Puerto Rico Telephone Company (EIN 66-0564397, plan 008). Accounts moved with them, so that plan is the one to contact.

Plan number: 006Employer EIN 66-0564397
Participants (2018): 5,100
Net assets (2018): $642 million
Plan administrator: Puerto Rico Telephone Company
Gpo Box 360998, 1513 Roosevelt Avenue, 10TH Floor
San Juan, PR 00936
(787) 706-6360As filed for 2019
In effect since: December 5, 2017

Plans merged into this one: Retirement Plan for Salaried Employees of Puerto Rico Telephone Company (2017); Puerto Rico Telephone Company Pension Plan for Hourly Employees II (2019).

Year by year, 2017 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	5,100	$642 million	not listed
2017	5,139	$740 million	not listed

Puerto Rico Telephone Company Pension Plan for Hourly Employees

Cash balance pensionMerged

Merged. In 2017 its assets moved to the Puerto Rico Telephone Company Pension Plan for Hourly Employees II, sponsored by Puerto Rico Telephone Company (EIN 66-0564397, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 66-0564397
Participants (2016): 4,791
Net assets (2016): $396 million
Plan administrator: Puerto Rico Telephone Company
Gpo Box 360998, 1513 Roosevelt Avenue, 10TH Floor
San Juan, PR 00936
(787) 706-6360As filed for 2017
In effect since: January 1, 1957

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	4,791	$396 million	not listed
2015	5,472	$368 million	not listed
2014	5,520	$394 million	not listed
2013	5,539	$389 million	not listed
2012	5,497	$396 million	not listed
2011	5,224	$371 million	not listed
2010	5,340	$436 million	not listed
2009	5,296	$389 million	not listed

Retirement Plan for Salaried Employees of Puerto Rico Telephone Company

Cash balance pensionMerged

Merged. In 2017 its assets moved to the Retirement Plan for Salaried Employees of Puerto Rico Telephone Company II, sponsored by Puerto Rico Telephone Company (EIN 66-0564397, plan 006). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 66-0564397
Participants (2016): 5,284
Net assets (2016): $657 million
Plan administrator: Puerto Rico Telephone Company
Gpo Box 360998, 1513 Roosevelt Avenue, 10TH Floor
San Juan, PR 00936
(787) 706-6360As filed for 2017
In effect since: June 1, 1968

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	5,284	$657 million	not listed
2015	6,264	$605 million	not listed
2014	6,295	$657 million	not listed
2013	6,288	$651 million	not listed
2012	6,182	$666 million	not listed
2011	6,006	$632 million	not listed
2010	5,940	$663 million	not listed
2009	5,910	$653 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((787) 706-6360). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 8 plans

Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees

Claro Puerto Rico Employees Savings Plan

Puerto Rico Telephone Company Retirement Plan for Certain Former Employees

Puerto Rico Telephone Company Lump Sum Retirement Plan

Puerto Rico Telephone Company Pension Plan for Hourly Employees II

Retirement Plan for Salaried Employees of Puerto Rico Telephone Company II

Puerto Rico Telephone Company Pension Plan for Hourly Employees

Retirement Plan for Salaried Employees of Puerto Rico Telephone Company

If you had money in one of these plans

What these numbers are

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