2023 Form 5500 filing — 403(B) Plan For Employees Of Lutheran Social Services Of Illinois
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815102259NAL0012891585001) for 403(B) Plan For Employees Of Lutheran Social Services Of Illinois, reported by Lutheran Social Services Of Illinois under EIN 36-2584799 and plan number 002. It reports 2,346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815102259NAL0012891585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Social Services Of Illinois
- EIN
- 36-2584799
- Plan number
- 002
- Location
- Des Plaines, IL
- Participants
- 2,346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,922,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,922,710
- Employer contributions
- $1,007,520
- Participant contributions
- $2,179,016
- Total income / additions
- $7,077,662
- Benefits paid
- $1,895,039
- Administrative expenses
- $94,687
- Total expenses
- $1,989,726
- Net increase / (decrease)
- $5,087,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $42,643 | $0 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $2,435 | $0 |