Habitat For Humanity Retirement Plan — Form 5500 plan (Habitat For Humanity International, Inc.)

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, Habitat For Humanity Retirement Plan is a benefit plan reported by Habitat For Humanity International, Inc. under EIN 91-1914868 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $4,084,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Habitat For Humanity International, Inc.
EIN
91-1914868
Plan number
001
Plan type
2
Location
Americus, GA
Latest filing year
2023
Participants
136
End-of-year plan assets
$4,084,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241011144533NAL0039054912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,084,351
Total liabilities (EOY)
$0
Net assets (EOY)
$4,084,351
Net assets (BOY)
$3,809,529

Income & contributions

Total contributions
$0
Total income / additions
$647,116

Expenses & distributions

Benefits paid
$362,396
Administrative expenses
$9,898
Total expenses
$372,294
Net increase / (decrease)
$274,822

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$9,898$02023

Related Form 5500 pages