Heifer International 403(B) Plan — Form 5500 plan (Heifer Project International)
Plain-English plan 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, Heifer International 403(B) Plan is a benefit plan reported by Heifer Project International under EIN 35-1019477 and plan number 004. The latest loaded filing year is 2023. The filing reports 373 participants and $46,299,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heifer Project International
- EIN
- 35-1019477
- Plan number
- 004
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $46,299,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20241007163210NAL0009053331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,299,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,299,637
- Net assets (BOY)
- $38,763,062
Income & contributions
- Employer contributions
- $1,597,570
- Participant contributions
- $2,070,843
- Total contributions
- $3,737,650
- Total income / additions
- $10,669,685
Expenses & distributions
- Benefits paid
- $2,981,776
- Administrative expenses
- $151,334
- Total expenses
- $3,133,110
- Net increase / (decrease)
- $7,536,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $84,849 | not reported in the loaded dataset | 2023 |
| Cpi Qualified Plan Consultants, Inc | NONE | $66,485 | not reported in the loaded dataset | 2023 |