2023 Form 5500 filing — Conservation International 403(B) Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240829142829NAL0024563024001) for Conservation International 403(B) Savings Plan, reported by Conservation International under EIN 52-1497470 and plan number 001. It reports 1,041 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$114.7MReported net assets$114,688,001
Participants1K1,041
Provider compensation$121.7K3 Schedule C row(s)$121,734
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240829142829NAL0024563024001
Plan sponsor
Conservation International
EIN
52-1497470
Plan number
001
Location
Arlington, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$114.7M total assets
Net assets$114.7MLiabilities$0
Money in vs. money out
Total income / additions$25.4M
Total expenses$9.2M
Benefits paid / distributions$9.1M
Contributions
Employer$2.7M
Participant$4.7M
Full reported line items
Total assets (EOY)
$114,688,001
Total liabilities (EOY)
$0
Net assets (EOY)
$114,688,001
Employer contributions
$2,723,907
Participant contributions
$4,680,716
Total income / additions
$25,431,374
Benefits paid
$9,117,054
Administrative expenses
$121,734
Total expenses
$9,238,788
Net increase / (decrease)
$16,192,586
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $105.1K · Indirect $0
  2. 2
    OTHER · Direct $16.3K
  3. 3
    INVESTMENT MGMT · Direct $355

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829142829NAL0024563024001 cover?
It is the 2023 Form 5500 filing for Conservation International 403(B) Savings Plan, reported by Conservation International (EIN 52-1497470).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages