Civic Intelligence

Oneill & Borges

Plan context: Oneill & Borges Employees Premium Plan

EIN 66-0242235 • San Juan, PR • 24 filings • 5 plans

250 Munoz Rivera AveSuite 800San Juan, PR 00918
Current Snapshot

Latest Year

2023

2023 Participants

103

2023 Assets

$65,344,158

2023 Contributions

$1,981,826

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$65,344,158$32,672,079$0199920162023YearValue
$65,344,158Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

125630200020122023YearValue
103Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20231103$65,344,158$1,981,826$19,241iApproximate average salary by contribution assumption: employee only about $481,026 at 4% or $320,684 at 6%; with 50% employer match about $320,684 at 4% or $213,789 at 6%; with 100% employer match about $240,513 at 4% or $160,342 at 6%.
Oneill & Borges Employees Premium Plan-103$65,344,158$1,981,826$19,241iApproximate average salary by contribution assumption: employee only about $481,026 at 4% or $320,684 at 6%; with 50% employer match about $320,684 at 4% or $213,789 at 6%; with 100% employer match about $240,513 at 4% or $160,342 at 6%.
2022199$52,474,341$1,858,568$18,773iApproximate average salary by contribution assumption: employee only about $469,335 at 4% or $312,890 at 6%; with 50% employer match about $312,890 at 4% or $208,593 at 6%; with 100% employer match about $234,668 at 4% or $156,445 at 6%.
Oneill & Borges Employees Premium Plan-99$52,474,341$1,858,568$18,773iApproximate average salary by contribution assumption: employee only about $469,335 at 4% or $312,890 at 6%; with 50% employer match about $312,890 at 4% or $208,593 at 6%; with 100% employer match about $234,668 at 4% or $156,445 at 6%.
20211102$48,800,939$1,607,761$15,762iApproximate average salary by contribution assumption: employee only about $394,059 at 4% or $262,706 at 6%; with 50% employer match about $262,706 at 4% or $175,137 at 6%; with 100% employer match about $197,030 at 4% or $131,353 at 6%.
Oneill & Borges Employees Premium Plan-102$48,800,939$1,607,761$15,762iApproximate average salary by contribution assumption: employee only about $394,059 at 4% or $262,706 at 6%; with 50% employer match about $262,706 at 4% or $175,137 at 6%; with 100% employer match about $197,030 at 4% or $131,353 at 6%.
20201106$57,348,841$1,736,031$16,378iApproximate average salary by contribution assumption: employee only about $409,441 at 4% or $272,961 at 6%; with 50% employer match about $272,961 at 4% or $181,974 at 6%; with 100% employer match about $204,721 at 4% or $136,480 at 6%.
Oneill & Borges Employees Premium Plan-106$57,348,841$1,736,031$16,378iApproximate average salary by contribution assumption: employee only about $409,441 at 4% or $272,961 at 6%; with 50% employer match about $272,961 at 4% or $181,974 at 6%; with 100% employer match about $204,721 at 4% or $136,480 at 6%.
20191115$44,762,497$1,696,180$14,749iApproximate average salary by contribution assumption: employee only about $368,735 at 4% or $245,823 at 6%; with 50% employer match about $245,823 at 4% or $163,882 at 6%; with 100% employer match about $184,367 at 4% or $122,912 at 6%.
Oneill & Borges Employees Premium Plan-115$44,762,497$1,696,180$14,749iApproximate average salary by contribution assumption: employee only about $368,735 at 4% or $245,823 at 6%; with 50% employer match about $245,823 at 4% or $163,882 at 6%; with 100% employer match about $184,367 at 4% or $122,912 at 6%.
20181110$43,899,084$1,664,687$15,134iApproximate average salary by contribution assumption: employee only about $378,338 at 4% or $252,225 at 6%; with 50% employer match about $252,225 at 4% or $168,150 at 6%; with 100% employer match about $189,169 at 4% or $126,113 at 6%.
Oneill & Borges Employees Premium Plan-110$43,899,084$1,664,687$15,134iApproximate average salary by contribution assumption: employee only about $378,338 at 4% or $252,225 at 6%; with 50% employer match about $252,225 at 4% or $168,150 at 6%; with 100% employer match about $189,169 at 4% or $126,113 at 6%.
20171113$41,097,617$1,950,110$17,258iApproximate average salary by contribution assumption: employee only about $431,440 at 4% or $287,627 at 6%; with 50% employer match about $287,627 at 4% or $191,751 at 6%; with 100% employer match about $215,720 at 4% or $143,813 at 6%.
Oneill & Borges Employees Premium Plan-113$41,097,617$1,950,110$17,258iApproximate average salary by contribution assumption: employee only about $431,440 at 4% or $287,627 at 6%; with 50% employer match about $287,627 at 4% or $191,751 at 6%; with 100% employer match about $215,720 at 4% or $143,813 at 6%.
20161119$39,049,226$1,644,884$13,823iApproximate average salary by contribution assumption: employee only about $345,564 at 4% or $230,376 at 6%; with 50% employer match about $230,376 at 4% or $153,584 at 6%; with 100% employer match about $172,782 at 4% or $115,188 at 6%.
Oneill & Borges Employees Premium Plan-119$39,049,226$1,644,884$13,823iApproximate average salary by contribution assumption: employee only about $345,564 at 4% or $230,376 at 6%; with 50% employer match about $230,376 at 4% or $153,584 at 6%; with 100% employer match about $172,782 at 4% or $115,188 at 6%.
20151118$32,213,431$1,686,296$14,291iApproximate average salary by contribution assumption: employee only about $357,266 at 4% or $238,177 at 6%; with 50% employer match about $238,177 at 4% or $158,785 at 6%; with 100% employer match about $178,633 at 4% or $119,089 at 6%.
Oneill & Borges Employees Premium Plan-118$32,213,431$1,686,296$14,291iApproximate average salary by contribution assumption: employee only about $357,266 at 4% or $238,177 at 6%; with 50% employer match about $238,177 at 4% or $158,785 at 6%; with 100% employer match about $178,633 at 4% or $119,089 at 6%.
20141118$33,849,023$1,528,598$12,954iApproximate average salary by contribution assumption: employee only about $323,856 at 4% or $215,904 at 6%; with 50% employer match about $215,904 at 4% or $143,936 at 6%; with 100% employer match about $161,928 at 4% or $107,952 at 6%.
Oneill & Borges Employees Premium Plan-118$33,849,023$1,528,598$12,954iApproximate average salary by contribution assumption: employee only about $323,856 at 4% or $215,904 at 6%; with 50% employer match about $215,904 at 4% or $143,936 at 6%; with 100% employer match about $161,928 at 4% or $107,952 at 6%.
20131125$35,763,671$1,628,369$13,027iApproximate average salary by contribution assumption: employee only about $325,674 at 4% or $217,116 at 6%; with 50% employer match about $217,116 at 4% or $144,744 at 6%; with 100% employer match about $162,837 at 4% or $108,558 at 6%.
Oneill & Borges Employees Premium Plan-125$35,763,671$1,628,369$13,027iApproximate average salary by contribution assumption: employee only about $325,674 at 4% or $217,116 at 6%; with 50% employer match about $217,116 at 4% or $144,744 at 6%; with 100% employer match about $162,837 at 4% or $108,558 at 6%.
20121111$34,966,517$1,488,766$13,412iApproximate average salary by contribution assumption: employee only about $335,308 at 4% or $223,538 at 6%; with 50% employer match about $223,538 at 4% or $149,026 at 6%; with 100% employer match about $167,654 at 4% or $111,769 at 6%.
Oneill & Borges Employees Premium Plan-111$34,966,517$1,488,766$13,412iApproximate average salary by contribution assumption: employee only about $335,308 at 4% or $223,538 at 6%; with 50% employer match about $223,538 at 4% or $149,026 at 6%; with 100% employer match about $167,654 at 4% or $111,769 at 6%.
20111118$29,234,601$1,874,855$15,889iApproximate average salary by contribution assumption: employee only about $397,215 at 4% or $264,810 at 6%; with 50% employer match about $264,810 at 4% or $176,540 at 6%; with 100% employer match about $198,608 at 4% or $132,405 at 6%.
Oneill & Borges Employees Premium Plan-118$29,234,601$1,874,855$15,889iApproximate average salary by contribution assumption: employee only about $397,215 at 4% or $264,810 at 6%; with 50% employer match about $264,810 at 4% or $176,540 at 6%; with 100% employer match about $198,608 at 4% or $132,405 at 6%.
20101111$25,030,811$1,866,583$16,816iApproximate average salary by contribution assumption: employee only about $420,402 at 4% or $280,268 at 6%; with 50% employer match about $280,268 at 4% or $186,845 at 6%; with 100% employer match about $210,201 at 4% or $140,134 at 6%.
Oneill & Borges Employees Premium Plan-111$25,030,811$1,866,583$16,816iApproximate average salary by contribution assumption: employee only about $420,402 at 4% or $280,268 at 6%; with 50% employer match about $280,268 at 4% or $186,845 at 6%; with 100% employer match about $210,201 at 4% or $140,134 at 6%.
20091117$26,928,910$1,878,236$16,053iApproximate average salary by contribution assumption: employee only about $401,332 at 4% or $267,555 at 6%; with 50% employer match about $267,555 at 4% or $178,370 at 6%; with 100% employer match about $200,666 at 4% or $133,777 at 6%.
Oneill & Borges Employees Premium Plan-117$26,928,910$1,878,236$16,053iApproximate average salary by contribution assumption: employee only about $401,332 at 4% or $267,555 at 6%; with 50% employer match about $267,555 at 4% or $178,370 at 6%; with 100% employer match about $200,666 at 4% or $133,777 at 6%.
20071115$0$0-
Oneill & Borges Employees Premium Plan-115---
20061109$0$0-
Oneill & Borges Employees Premium Plan-109---
20051108$0$0-
Oneill & Borges Employees Premium Plan-108---
2004198$0$0-
Oneill & Borges Employees Premium Plan-98---
2003198$0$0-
Oneill & Borges Employees Premium Plan-98---
2002195$0$0-
Oneill & Borges Employees Premium Plan-95---
2001198$0$0-
Oneill & Borges Employees Premium Plan-98---
2000188$0$0-
Oneill & Borges Employees Premium Plan-88---
199910$16,390,337$0-
Oneill & Borges Employees Premium Plan-0$16,390,337--