What public Form 5500 filings show about the Illinois Bankers Association 401(k) plan — and how to find and check your own account.
Illinois Bankers Association (EIN 36-3215107) reports LLINOIS BANKERS ASSOCIATION 401(K) INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $6.6M in plan assets across 22 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Illinois Bankers Association filing — schedules, fees, and providers.
Illinois Bankers Association’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Illinois Bankers AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CLEMENS & ASSOCIATES LIFE AGENCY, GIFFIN WINNING COHEN & BODEWES PC, GREAT LAKES ADVISORS, ILLINOIS BANKERS ASSOCIATION, KERBER ECK & BRAECKEL.
