2023 Form 5500 filing — 403(B) Thrift Plan Of Lutheran Child And Family 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 20250131210318NAL0001688707001) for 403(B) Thrift Plan Of Lutheran Child And Family Services Of Illinois, reported by Lutheran Child And Family Services Of Illinois under EIN 36-2167778 and plan number 002. It reports 868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131210318NAL0001688707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Child And Family Services Of Illinois
- EIN
- 36-2167778
- Plan number
- 002
- Location
- Oakbrook Terrace, IL
- Participants
- 868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,657,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,657,605
- Employer contributions
- $277,730
- Participant contributions
- $1,099,232
- Total income / additions
- $2,524,857
- Benefits paid
- $705,489
- Administrative expenses
- $87,425
- Total expenses
- $792,914
- Net increase / (decrease)
- $1,731,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $45,729 | $0 |
| Admin. Group, LLC Dba Tag Resources | INVESTMENT ADVISOR / TPA | $18,531 | $0 |
| Morgan Stanley Smith Barney Holding | INVESTMENT ADVISOR | $18,510 | not reported in the loaded dataset |
| Two West Capital Advisors LLC | INVESTMENT ADVISOR | $4,616 | not reported in the loaded dataset |
| Mutual Of America | INSURANCE CARRIER | $39 | $0 |