Habitat For Humanity 403(B) 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 403(B) Plan is a benefit plan reported by Habitat For Humanity International, Inc. under EIN 91-1914868 and plan number 002. The latest loaded filing year is 2023. The filing reports 870 participants and $83,803,444 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
002
Plan type
2
Location
Americus, GA
Latest filing year
2023
Participants
870
End-of-year plan assets
$83,803,444

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023870H, C20241011144107NAL0039031264001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,803,444
Total liabilities (EOY)
$0
Net assets (EOY)
$83,803,444
Net assets (BOY)
$70,357,580

Income & contributions

Employer contributions
$3,378,229
Participant contributions
$5,682,735
Total contributions
$9,711,886
Total income / additions
$22,291,874

Expenses & distributions

Benefits paid
$8,648,729
Administrative expenses
$197,281
Total expenses
$8,846,010
Net increase / (decrease)
$13,445,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$196,678$02023
Sageview Advisory Consulting GroupINVESTMENT ADVISORY$0$48,3342023

Related Form 5500 pages