2023 Form 5500 filing — Iavi 403(B) Retirement 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 20241010115502NAL0033977824001) for Iavi 403(B) Retirement Plan, reported by International Aids Vaccine Initiative, Inc. under EIN 13-3870223 and plan number 001. It reports 475 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)$66.9MReported net assets$66,948,334
Participants475
Provider compensation$94.3K3 Schedule C row(s)$94,321
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010115502NAL0033977824001
Plan sponsor
International Aids Vaccine Initiative, Inc.
EIN
13-3870223
Plan number
001
Location
New York, NY
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)$66.9M total assets
Net assets$66.9MLiabilities$0
Money in vs. money out
Total income / additions$12.6M
Total expenses$4.8M
Benefits paid / distributions$4.7M
Contributions
Employer$576.1K
Participant$2.3M
Full reported line items
Total assets (EOY)
$66,948,334
Total liabilities (EOY)
$0
Net assets (EOY)
$66,948,334
Employer contributions
$576,105
Participant contributions
$2,273,487
Total income / additions
$12,628,559
Benefits paid
$4,692,574
Administrative expenses
$96,269
Total expenses
$4,788,843
Net increase / (decrease)
$7,839,716
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$44.6K
    NONE · Direct $44.6K · Indirect $0
  2. 2
    NONE · Direct $35.3K
  3. 3
    NONE · Direct $14.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010115502NAL0033977824001 cover?
It is the 2023 Form 5500 filing for Iavi 403(B) Retirement Plan, reported by International Aids Vaccine Initiative, Inc. (EIN 13-3870223).
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