2023 Form 5500 filing — Jdrf International 403b Retirement 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 20250414102726NAL0001684785001) for Jdrf International 403b Retirement Savings Plan, reported by Jdrf International under EIN 23-1907729 and plan number 002. It reports 948 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)$61MReported net assets$61,023,600

Participants948

Provider compensation$184.6K4 Schedule C row(s)$184,602

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250414102726NAL0001684785001
Plan sponsor: Jdrf International
EIN: 23-1907729
Plan number: 002
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)$61M total assets

Net assets$61MLiabilities—

Money in vs. money out

Total income / additions$14.4M

Total expenses$3.8M

Benefits paid / distributions$3.7M

Contributions

Employer$1.8M

Participant$4.1M

Full reported line items

Total assets (EOY): $61,023,600
Net assets (EOY): $61,023,600
Employer contributions: $1,777,385
Participant contributions: $4,092,170
Total income / additions: $14,404,734
Benefits paid: $3,663,033
Administrative expenses: $184,602
Total expenses: $3,849,772
Net increase / (decrease): $10,554,962

Schedule C

Reported service provider compensation

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

1
Transamerica Retirement Solutions$103.2K
RECORD KEEPER · Direct $103.2K · Indirect $0
2
Kestra Advisory Services, LLC$51K
ADVISORY · Direct $51K
3
Bdo Usa, Llp$30.2K
AUDITOR · Direct $30.2K
4
Charles Schwab & Co., Inc.$209
SECURITIES BROKER · Direct $209 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414102726NAL0001684785001 cover?: It is the 2023 Form 5500 filing for Jdrf International 403b Retirement Savings Plan, reported by Jdrf International (EIN 23-1907729).
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).