403(B) Plan For Employees Of Lutheran Social Services Of Illinois — Form 5500 plan (Lutheran Social 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) Plan For Employees Of Lutheran Social Services Of Illinois is a benefit plan reported by Lutheran Social Services Of Illinois under EIN 36-2584799 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,346 participants and $22,922,710 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lutheran Social Services Of Illinois
EIN
36-2584799
Plan number
002
Plan type
2
Location
Des Plaines, IL
Latest filing year
2023
Participants
2,346
End-of-year plan assets
$22,922,710

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,346H, C20240815102259NAL0012891585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,922,710
Total liabilities (EOY)
$0
Net assets (EOY)
$22,922,710
Net assets (BOY)
$17,834,774

Income & contributions

Employer contributions
$1,007,520
Participant contributions
$2,179,016
Total contributions
$3,963,666
Total income / additions
$7,077,662

Expenses & distributions

Benefits paid
$1,895,039
Administrative expenses
$94,687
Total expenses
$1,989,726
Net increase / (decrease)
$5,087,936

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORDKEEPER$42,643$02023
Wilshire Associates Inc.FIDUCIARY ADVISOR$2,435$02023

Related Form 5500 pages