403(B) Thrift Plan Of Lutheran Child And Family Services Of Illinois — Form 5500 plan (Lutheran Child And Family Services Of Illinois)
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, 403(B) Thrift Plan Of Lutheran Child And Family Services Of Illinois is a benefit plan reported by Lutheran Child And Family Services Of Illinois under EIN 36-2167778 and plan number 002. The latest loaded filing year is 2023. The filing reports 868 participants and $10,657,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Child And Family Services Of Illinois
- EIN
- 36-2167778
- Plan number
- 002
- Plan type
- 2
- Location
- Oakbrook Terrace, IL
- Latest filing year
- 2023
- Participants
- 868
- End-of-year plan assets
- $10,657,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 868 | H, C | 20250131210318NAL0001688707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,657,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,657,605
- Net assets (BOY)
- $8,925,662
Income & contributions
- Employer contributions
- $277,730
- Participant contributions
- $1,099,232
- Total contributions
- $1,402,894
- Total income / additions
- $2,524,857
Expenses & distributions
- Benefits paid
- $705,489
- Administrative expenses
- $87,425
- Total expenses
- $792,914
- Net increase / (decrease)
- $1,731,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $45,729 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | INVESTMENT ADVISOR / TPA | $18,531 | $0 | 2023 |
| Morgan Stanley Smith Barney Holding | INVESTMENT ADVISOR | $18,510 | not reported in the loaded dataset | 2023 |
| Two West Capital Advisors LLC | INVESTMENT ADVISOR | $4,616 | not reported in the loaded dataset | 2023 |
| Mutual Of America | INSURANCE CARRIER | $39 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lutheran Child And Family Services Of Illinois
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oakbrook Terrace, IL
- Transamerica Retirement Solutions — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Morgan Stanley Smith Barney Holding — Schedule C compensation
- Two West Capital Advisors LLC — Schedule C compensation
- Mutual Of America — Schedule C compensation