2023 Form 5500 filing — Illinois Mutual 401(K) Retirement Savings Plan
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 20241011121747NAL0021829729001) for Illinois Mutual 401(K) Retirement Savings Plan, reported by Illinois Mutual Life Insurance Company under EIN 37-0344290 and plan number 003. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$27MReported net assets$27,031,396
Participants252
Provider compensation$72K1 Schedule C row(s)$72,000
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011121747NAL0021829729001
- Plan sponsor
- Illinois Mutual Life Insurance Company
- EIN
- 37-0344290
- Plan number
- 003
- Location
- Peoria, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$27M total assets
Net assets$27MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,031,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,031,396
- Employer contributions
- $467,626
- Participant contributions
- $1,617,725
- Total income / additions
- $6,100,021
- Benefits paid
- $2,683,630
- Administrative expenses
- $75,750
- Total expenses
- $2,760,171
- Net increase / (decrease)
- $3,339,850
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rsm Us Wealth Management | CONSULTANT | $72,000 | not reported in the loaded dataset |