ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST)

Plan Contact

  • Address: 250 AVE. MUNOZ RIVERA,,SAN JUAN,PR
  • Contact person: NELLY OTERO
  • Phone: (787) 999-3100

Plan General Information

ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) is $7,272,167.00.This plan was established in 1999.

ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) is 135

ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) Average Participant Retirement Account Value

In 2017, the average participant retirement account value for ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) is $53,867.00

ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) is $5,991.00.

ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) is approximately $1,015.00
Investing in this additonal $1,015.00 for 20 years would give you extra $64,975.00, assuming a 10% annual return.

ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) Total Employer Contribution and Match Rate

In 2017, ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) allocates $137,057.00 to match its employees' contributions, providing an employer match rate of 33.89% of their contributions

ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) is 19.91%.

ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) is 11.55%. This measures the effectiveness of the plan participants' investments in the year.

ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) Expense Ratio

In 2017, the investment and administrative expense ratio of ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) is 0.11%.

Enrollment Features

ORACLE CARIBBEAN SAVINGS AND INVESTMENT PLAN (FORMERLY ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST) has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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