Original filing (PDF)20250624085735NAL0007077233001

Travelers Immigrants Aid S Heartland Alliance for Human Needs and HUMA

Name: Travelers Immigrants Aid S Heartland Alliance for Human Needs and HUMA — Form 5500 Plan 004 (2024)
Creator: Travelers Immigrants Aid S Heartland Alliance for Human Needs and HUMA
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan

401(k) retirement plan · Travelers Immigrants Aid S Heartland Alliance for Human Needs and HUMA's Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan filed a Form 5500 for plan year 2024, with John Hancock as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRAVELERS IMMIGRANTS AID S HEARTLAND ALLIANCE FOR HUMAN NEEDS AND HUMA.

Plan sponsor

Name

TRAVELERS IMMIGRANTS AID S HEARTLAND ALLIANCE FOR HUMAN NEEDS AND HUMA

EIN

36-1877640all filings

Address

4822 BROADWAY · 2ND FLOOR · CHICAGO, IL · 60640

Phone

(312) 660-1300

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-30

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY EMPLOYER	$17K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.