Illinois Mutual 401(K) Retirement Savings Plan — Form 5500 plan (Illinois Mutual Life Insurance Company)
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, Illinois Mutual 401(K) Retirement Savings Plan is a benefit plan reported by Illinois Mutual Life Insurance Company under EIN 37-0344290 and plan number 003. The latest loaded filing year is 2023. The filing reports 252 participants and $27,031,396 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27MPlan net assets, end of year$27,031,396
Participants252Covered participants reported
Assets / participant$107.3KComputed: assets ÷ participants$107,267 (computed)
Provider compensation$72K1 Schedule C provider row(s)$72,000
- Plan sponsor
- Illinois Mutual Life Insurance Company
- EIN
- 37-0344290
- Plan number
- 003
- Plan type
- 2
- Location
- Peoria, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241011121747NAL0021829729001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$27M total assets
Net assets$27MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $27,031,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,031,396
- Net assets (BOY)
- $23,691,546
Income & contributions
- Employer contributions
- $467,626
- Participant contributions
- $1,617,725
- Total contributions
- $2,358,664
- Total income / additions
- $6,100,021
Expenses & distributions
- Benefits paid
- $2,683,630
- Administrative expenses
- $75,750
- Total expenses
- $2,760,171
- Net increase / (decrease)
- $3,339,850
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rsm Us Wealth Management | CONSULTANT | $72,000 | not reported in the loaded dataset | 2023 |