What public Form 5500 filings show about the Lutheran Social Services of Illinois 401(k) plan — and how to find and check your own account.
Lutheran Social Services of Illinois (EIN 36-2584799) reports 403(B) PLAN FOR EMPLOYEES OF LUTHERAN SOCIAL SERVICES OF ILLINOIS on its most recent Form 5500, with $28.4M in plan assets across 1,379 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 Lutheran Social Services of Illinois filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lutheran Social Services of Illinois 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ASSOCIATES.
