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Original filing (PDF)20250730074412NAL0003705313001
ILLINOIS MUTUAL LIFE INSURANCE COMPANY
Form 5500
FILING_RECEIVED
ILLINOIS MUTUAL GROUP MEDICAL
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
175
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ILLINOIS MUTUAL LIFE INSURANCE COMPANY.
Plan sponsor
Name
ILLINOIS MUTUAL LIFE INSURANCE COMPANY
EIN
37-0344290
Address
300 SW ADAMS STREET · PEORIA, IL · 616340001
Phone
(309) 674-8255
Industry
Finance & Insurancesee all
Plan administrator
Name
UMR, INC.
EIN
39-1995276
City
WAUSAU, WI
Phone
(309) 736-4652
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R W TROXELL & COMPANY | 37-0902741 | — | BROKER | $29K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM RX INC. | 33-0441200 | — | PHARMACY BENEFIT MGMNT | $530K | — |
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $69K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.