2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Hiv/Aids Alliance For Region Two (Haart), Inc. D/B/A Open Health Care Clinic

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 20241015090832NAL0014287891001) for 403(B) Thrift Plan For Employees Of Hiv/Aids Alliance For Region Two (Haart), Inc. D/B/A Open Health Care Clinic, reported by Hiv/Aids Alliance For Region T under EIN 72-1283359 and plan number 002. It reports 253 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)$2.6MReported net assets$2,600,427

Participants253

Provider compensation$9111 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015090832NAL0014287891001
Plan sponsor: Hiv/Aids Alliance For Region T
EIN: 72-1283359
Plan number: 002
Location: Baton Rouge, LA
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)$2.6M total assets

Net assets$2.6MLiabilities$0

Money in vs. money out

Total income / additions$1.1M

Total expenses$262.2K

Benefits paid / distributions$261.3K

Contributions

Employer$319.2K

Participant$475.9K

Full reported line items

Total assets (EOY): $2,600,427
Total liabilities (EOY): $0
Net assets (EOY): $2,600,427
Employer contributions: $319,157
Participant contributions: $475,947
Total income / additions: $1,116,987
Benefits paid: $261,320
Administrative expenses: $911
Total expenses: $262,231
Net increase / (decrease): $854,756

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$911
RECORD KEEPER · Direct $911 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015090832NAL0014287891001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of Hiv/Aids Alliance For Region Two (Haart), Inc. D/B/A Open Health Care Clinic, reported by Hiv/Aids Alliance For Region T (EIN 72-1283359).
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).