Retirement Plan For Employees Of Illinois Mutual Life Insurance Company — Form 5500 plan (Illinois Mutual Life Insurance Co.)

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, Retirement Plan For Employees Of Illinois Mutual Life Insurance Company is a benefit plan reported by Illinois Mutual Life Insurance Co. under EIN 37-0344290 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $49,567,926 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49.6MPlan net assets, end of year$49,567,926
Participants229Covered participants reported
Assets / participant$216.5KComputed: assets ÷ participants$216,454 (computed)
Provider compensationNone reported
Plan sponsor
Illinois Mutual Life Insurance Co.
EIN
37-0344290
Plan number
002
Plan type
2
Location
Peoria, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H20241011093756NAL0038334048001
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)$49.6M total assets
Net assets$49.6MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$4M
Benefits paid / distributions$4M
Full reported line items

Net assets

Total assets (EOY)
$49,567,926
Total liabilities (EOY)
$0
Net assets (EOY)
$49,567,926
Net assets (BOY)
$47,154,740

Income & contributions

Total contributions
$0
Total income / additions
$6,374,688

Expenses & distributions

Benefits paid
$3,961,502
Administrative expenses
$0
Total expenses
$3,961,502
Net increase / (decrease)
$2,413,186
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.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income62%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages