Travelers & Immigrants Aid'S Heartland Alliance For Human Needs And Human Rights Safe-Harbor 401k Profit-Sharing Plan — Form 5500 plan (Travelers Immigrants Aid S Heartland Alliance For Human Needs And Huma)

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, Travelers & Immigrants Aid'S Heartland Alliance For Human Needs And Human Rights Safe-Harbor 401k Profit-Sharing Plan is a benefit plan reported by Travelers Immigrants Aid S Heartland Alliance For Human Needs And Huma under EIN 36-1877640 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,005 participants and $42,665,431 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.7MPlan net assets, end of year$42,665,431

Participants2KCovered participants reported2,005

Assets / participant$21.3KComputed: assets ÷ participants$21,280 (computed)

Provider compensation$113.9K1 Schedule C provider row(s)$113,864

Plan sponsor: Travelers Immigrants Aid S Heartland Alliance For Human Needs And Huma
EIN: 36-1877640
Plan number: 004
Plan type: 2
Location: Chicago, IL
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
2,005 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$42.7M total assets

Net assets$42.7MLiabilities$0

Money in vs. money out

Total income / additions$12.3M

Total expenses$5.3M

Benefits paid / distributions$5.2M

Contributions

Employer$1.7M

Participant$3.2M

Full reported line items

Net assets

Total assets (EOY): $42,665,431
Total liabilities (EOY): $0
Net assets (EOY): $42,665,431
Net assets (BOY): $35,726,656

Income & contributions

Employer contributions: $1,701,837
Participant contributions: $3,211,789
Total contributions: $5,419,417
Total income / additions: $12,270,666

Expenses & distributions

Benefits paid: $5,217,916
Administrative expenses: $113,864
Total expenses: $5,331,891
Net increase / (decrease): $6,938,775

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

35%65%

Employer 35%Participant 65%

Total expenses ÷ net assets12%Computed ratio

Benefits paid ÷ total income43%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
John Hancock$113.9K
RETAINED BY EMPLOYER · Direct $113.9K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Travelers & Immigrants Aid'S Heartland Alliance For Human Needs And Human Rights Safe-Harbor 401k Profit-Sharing Plan?: Travelers & Immigrants Aid'S Heartland Alliance For Human Needs And Human Rights Safe-Harbor 401k Profit-Sharing Plan is reported as sponsored by Travelers Immigrants Aid S Heartland Alliance For Human Needs And Huma (EIN 36-1877640, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Travelers & Immigrants Aid'S Heartland Alliance For Human Needs And Human Rights Safe-Harbor 401k Profit-Sharing Plan?: The latest Form 5500 filing year loaded for Travelers & Immigrants Aid'S Heartland Alliance For Human Needs And Human Rights Safe-Harbor 401k Profit-Sharing Plan is 2023.
How many participants does Travelers & Immigrants Aid'S Heartland Alliance For Human Needs And Human Rights Safe-Harbor 401k Profit-Sharing Plan report?: Travelers & Immigrants Aid'S Heartland Alliance For Human Needs And Human Rights Safe-Harbor 401k Profit-Sharing Plan reports 2,005 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Travelers & Immigrants Aid'S Heartland Alliance For Human Needs And Human Rights Safe-Harbor 401k Profit-Sharing Plan?: Travelers & Immigrants Aid'S Heartland Alliance For Human Needs And Human Rights Safe-Harbor 401k Profit-Sharing Plan reports $42,665,431 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.