401k Plan data: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN plan

LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 401k Plan overview

Plan Name	LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN
Plan identification number	002

LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LUTHERAN SOCIAL SERVICES OF ILLINOIS has sponsored the creation of one or more 401k plans.

Company Name: LUTHERAN SOCIAL SERVICES OF ILLINOIS

Employer identification number (EIN): 362584799

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DONNA BARBER DONNA BARBER 2018-10-12
002 2016-01-01 DONNA BARBER DONNA BARBER 2017-10-16
002 2015-01-01 DONNA BARBER DONNA BARBER 2016-10-17
002 2014-01-01 DONNA BARBER DONNA BARBER 2015-10-14
002 2013-01-01 DONNA BARBER
002 2012-01-01 DONNA BARBER
002 2011-01-01 DONNA BARBER
002 2010-01-01 DONNA BARBER
002 2009-01-01 DONNA BARBER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DONNA BARBER	DONNA BARBER	2018-10-12
002	2016-01-01	DONNA BARBER	DONNA BARBER	2017-10-16
002	2015-01-01	DONNA BARBER	DONNA BARBER	2016-10-17
002	2014-01-01	DONNA BARBER	DONNA BARBER	2015-10-14
002	2013-01-01	DONNA BARBER
002	2012-01-01	DONNA BARBER
002	2011-01-01	DONNA BARBER
002	2010-01-01	DONNA BARBER
002	2009-01-01	DONNA BARBER

Plan Statistics for LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN

401k plan membership statisitcs for LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN

Measure Date Value
2022: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,089
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,282
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,064
Total of all active and inactive participants 2022-01-01 2,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,346
Number of participants with account balances 2022-01-01 1,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,284
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,165
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 841
Total of all active and inactive participants 2021-01-01 2,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 12
Total participants 2021-01-01 2,018
Number of participants with account balances 2021-01-01 1,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 172
2020: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,296
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,135
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,135
Total of all active and inactive participants 2020-01-01 2,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 14
Total participants 2020-01-01 2,284
Number of participants with account balances 2020-01-01 2,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 145
2019: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,304
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,204
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,080
Total of all active and inactive participants 2019-01-01 2,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 12
Total participants 2019-01-01 2,296
Number of participants with account balances 2019-01-01 2,159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 98
2018: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,104
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,358
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 936
Total of all active and inactive participants 2018-01-01 2,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 10
Total participants 2018-01-01 2,304
Number of participants with account balances 2018-01-01 2,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 66
2017: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,033
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,202
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 891
Total of all active and inactive participants 2017-01-01 2,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 11
Total participants 2017-01-01 2,104
Number of participants with account balances 2017-01-01 1,974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 95
2016: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,495
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,154
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 869
Total of all active and inactive participants 2016-01-01 2,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 10
Total participants 2016-01-01 2,033
Number of participants with account balances 2016-01-01 1,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 624
2015: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,412
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,735
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 750
Total of all active and inactive participants 2015-01-01 2,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 10
Total participants 2015-01-01 2,495
Number of participants with account balances 2015-01-01 2,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 290
2014: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,216
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,716
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 689
Total of all active and inactive participants 2014-01-01 2,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 7
Total participants 2014-01-01 2,412
Number of participants with account balances 2014-01-01 2,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 285
2013: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,139
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,928
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 277
Total of all active and inactive participants 2013-01-01 2,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 11
Total participants 2013-01-01 2,216
Number of participants with account balances 2013-01-01 2,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 355
2012: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,300
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,937
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 193
Total of all active and inactive participants 2012-01-01 2,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 9
Total participants 2012-01-01 2,139
Number of participants with account balances 2012-01-01 2,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 320
2011: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,023
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,892
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 405
Total of all active and inactive participants 2011-01-01 2,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 2,300
Number of participants with account balances 2011-01-01 2,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 200
2010: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 942
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,736
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 285
Total of all active and inactive participants 2010-01-01 2,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 2,023
Number of participants with account balances 2010-01-01 2,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 135
2009: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 606
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 895
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 47
Total of all active and inactive participants 2009-01-01 942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 942
Number of participants with account balances 2009-01-01 942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 116

Measure	Date	Value
2022: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,089
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,282
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,064
Total of all active and inactive participants	2022-01-01	2,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,346
Number of participants with account balances	2022-01-01	1,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,284
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,165
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	841
Total of all active and inactive participants	2021-01-01	2,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	12
Total participants	2021-01-01	2,018
Number of participants with account balances	2021-01-01	1,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	172
2020: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,296
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,135
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,135
Total of all active and inactive participants	2020-01-01	2,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	14
Total participants	2020-01-01	2,284
Number of participants with account balances	2020-01-01	2,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	145
2019: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,304
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,204
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,080
Total of all active and inactive participants	2019-01-01	2,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	12
Total participants	2019-01-01	2,296
Number of participants with account balances	2019-01-01	2,159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	98
2018: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,104
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,358
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	936
Total of all active and inactive participants	2018-01-01	2,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	10
Total participants	2018-01-01	2,304
Number of participants with account balances	2018-01-01	2,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	66
2017: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,033
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,202
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	891
Total of all active and inactive participants	2017-01-01	2,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	11
Total participants	2017-01-01	2,104
Number of participants with account balances	2017-01-01	1,974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	95
2016: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,495
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,154
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	869
Total of all active and inactive participants	2016-01-01	2,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	10
Total participants	2016-01-01	2,033
Number of participants with account balances	2016-01-01	1,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	624
2015: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,412
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,735
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	750
Total of all active and inactive participants	2015-01-01	2,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	10
Total participants	2015-01-01	2,495
Number of participants with account balances	2015-01-01	2,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	290
2014: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,216
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,716
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	689
Total of all active and inactive participants	2014-01-01	2,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	7
Total participants	2014-01-01	2,412
Number of participants with account balances	2014-01-01	2,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	285
2013: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,139
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,928
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	277
Total of all active and inactive participants	2013-01-01	2,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	11
Total participants	2013-01-01	2,216
Number of participants with account balances	2013-01-01	2,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	355
2012: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,300
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,937
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	193
Total of all active and inactive participants	2012-01-01	2,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	9
Total participants	2012-01-01	2,139
Number of participants with account balances	2012-01-01	2,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	320
2011: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,023
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,892
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	405
Total of all active and inactive participants	2011-01-01	2,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	2,300
Number of participants with account balances	2011-01-01	2,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	200
2010: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	942
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,736
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	285
Total of all active and inactive participants	2010-01-01	2,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	2,023
Number of participants with account balances	2010-01-01	2,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	135
2009: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	606
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	895
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	47
Total of all active and inactive participants	2009-01-01	942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	942
Number of participants with account balances	2009-01-01	942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	116

Financial Data on LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN

Measure	Date	Value
2022 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-430,433
Total unrealized appreciation/depreciation of assets	2022-12-31	$-430,433
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-362,052
Total loss/gain on sale of assets	2022-12-31	$28,070
Total of all expenses incurred	2022-12-31	$973,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$950,215
Expenses. Certain deemed distributions of participant loans	2022-12-31	$958
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,052,508
Value of total assets at end of year	2022-12-31	$17,834,774
Value of total assets at beginning of year	2022-12-31	$19,170,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,513
Total interest from all sources	2022-12-31	$3,420
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$477,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$477,672
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,627,671
Participant contributions at end of year	2022-12-31	$103,612
Participant contributions at beginning of year	2022-12-31	$69,954
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$49,656
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$61,759
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$22,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-1,335,738
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,834,774
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,170,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,559,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,909,963
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$270
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$3,150
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,140,939
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,493,289
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$363,078
Employer contributions (assets) at end of year	2022-12-31	$168,503
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$950,215
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$73,190
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$45,120
Opinion of an independent qualified public accountant for this plan	2022-12-31	Qualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390589910
2021 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,246,434
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,099,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,072,573
Expenses. Certain deemed distributions of participant loans	2021-12-31	$2,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,889,386
Value of total assets at end of year	2021-12-31	$19,170,512
Value of total assets at beginning of year	2021-12-31	$15,023,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,923
Total interest from all sources	2021-12-31	$11,060
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,424,643
Participant contributions at end of year	2021-12-31	$69,954
Participant contributions at beginning of year	2021-12-31	$53,994
Participant contributions at end of year	2021-12-31	$49,656
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,464,743
Other income not declared elsewhere	2021-12-31	$1,064
Administrative expenses (other) incurred	2021-12-31	$23,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,147,035
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,170,512
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,023,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$17,909,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,956,061
Interest on participant loans	2021-12-31	$0
Interest earned on other investments	2021-12-31	$11,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,140,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,013,422
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,344,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,072,573
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Qualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390589910
2020 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,226,712
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$938,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$895,164
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,510,731
Value of total assets at end of year	2020-12-31	$15,023,477
Value of total assets at beginning of year	2020-12-31	$12,735,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$42,170
Total interest from all sources	2020-12-31	$10,347
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,433,598
Participant contributions at end of year	2020-12-31	$53,994
Participant contributions at beginning of year	2020-12-31	$56,954
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$77,133
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$2,069
Administrative expenses (other) incurred	2020-12-31	$42,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,288,317
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,023,477
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,735,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,956,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,756,662
Interest on participant loans	2020-12-31	$0
Interest earned on other investments	2020-12-31	$10,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,013,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$921,544
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,703,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$895,164
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,618,964
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,939,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,905,994
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,330,882
Value of total assets at end of year	2019-12-31	$12,735,160
Value of total assets at beginning of year	2019-12-31	$11,055,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,423
Total interest from all sources	2019-12-31	$15,466
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,207,301
Participant contributions at end of year	2019-12-31	$56,954
Participant contributions at beginning of year	2019-12-31	$74,380
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$123,581
Other income not declared elsewhere	2019-12-31	$11,466
Administrative expenses (other) incurred	2019-12-31	$33,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,679,547
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,735,160
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,055,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,756,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,180,482
Interest earned on other investments	2019-12-31	$15,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$921,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$800,751
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,261,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,905,994
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$437,214
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$909,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$890,202
Expenses. Certain deemed distributions of participant loans	2018-12-31	$899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,217,668
Value of total assets at end of year	2018-12-31	$11,054,714
Value of total assets at beginning of year	2018-12-31	$11,527,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,731
Total interest from all sources	2018-12-31	$9,271
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,114,812
Participant contributions at end of year	2018-12-31	$73,481
Participant contributions at beginning of year	2018-12-31	$56,745
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$99,639
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$18,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-472,618
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,054,714
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,527,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,180,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,569,485
Interest on participant loans	2018-12-31	$0
Interest earned on other investments	2018-12-31	$9,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$800,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$901,102
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-789,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$890,202
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY VICHOW KRAUSE LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,639,128
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,015,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$997,456
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,201,491
Value of total assets at end of year	2017-12-31	$11,527,330
Value of total assets at beginning of year	2017-12-31	$9,903,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,593
Total interest from all sources	2017-12-31	$9,384
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,032,941
Participant contributions at end of year	2017-12-31	$56,791
Participant contributions at beginning of year	2017-12-31	$63,283
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$168,550
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$17,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,624,079
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,527,330
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,903,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,569,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,914,887
Interest on participant loans	2017-12-31	$0
Interest earned on other investments	2017-12-31	$9,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$901,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$925,081
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,428,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$997,456
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,916,479
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,128,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,110,586
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,100,301
Value of total assets at end of year	2016-12-31	$9,903,251
Value of total assets at beginning of year	2016-12-31	$10,115,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,789
Total interest from all sources	2016-12-31	$10,863
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,027,295
Participant contributions at end of year	2016-12-31	$63,283
Participant contributions at beginning of year	2016-12-31	$80,041
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$71,923
Other income not declared elsewhere	2016-12-31	$538
Administrative expenses (other) incurred	2016-12-31	$17,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-211,896
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,903,251
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,115,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,914,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,003,463
Interest on participant loans	2016-12-31	$0
Interest earned on other investments	2016-12-31	$10,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$925,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,031,643
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$804,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,110,586
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY VICHOW KRAUSE LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,587,402
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,195,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,182,223
Expenses. Certain deemed distributions of participant loans	2015-12-31	$530
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,642,995
Value of total assets at end of year	2015-12-31	$10,115,147
Value of total assets at beginning of year	2015-12-31	$9,722,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,378
Total interest from all sources	2015-12-31	$12,323
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,312,703
Participant contributions at end of year	2015-12-31	$80,041
Participant contributions at beginning of year	2015-12-31	$79,490
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$330,292
Administrative expenses (other) incurred	2015-12-31	$12,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$392,271
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,115,147
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,722,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,003,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,378,931
Interest earned on other investments	2015-12-31	$12,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,031,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,264,455
Net investment gain/loss from pooled separate accounts	2015-12-31	$-67,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,182,223
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BAKER TILLY VICHOW KRAUSE LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,082,105
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,106,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,101,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,523,662
Value of total assets at end of year	2014-12-31	$9,722,876
Value of total assets at beginning of year	2014-12-31	$8,747,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,720
Total interest from all sources	2014-12-31	$14,055
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,331,096
Participant contributions at end of year	2014-12-31	$79,490
Participant contributions at beginning of year	2014-12-31	$101,482
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$192,566
Other income not declared elsewhere	2014-12-31	$3,436
Administrative expenses (other) incurred	2014-12-31	$4,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$975,774
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,722,876
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,747,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,378,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,293,440
Interest earned on other investments	2014-12-31	$14,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,264,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,352,180
Net investment gain/loss from pooled separate accounts	2014-12-31	$540,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,101,611
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BAKER TILLY VICHOW KRAUSE LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,781,614
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,318,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,302,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,481,965
Value of total assets at end of year	2013-12-31	$8,747,102
Value of total assets at beginning of year	2013-12-31	$7,283,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$15,816
Total interest from all sources	2013-12-31	$15,043
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,329,418
Participant contributions at end of year	2013-12-31	$101,482
Participant contributions at beginning of year	2013-12-31	$67,193
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$152,547
Other income not declared elsewhere	2013-12-31	$2,400
Administrative expenses (other) incurred	2013-12-31	$15,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,463,356
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,747,102
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,283,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,293,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,906,906
Interest on participant loans	2013-12-31	$15,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,352,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,309,647
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,282,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,302,442
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BAKER TILLY VICHOW KRAUSE LLP
Accountancy firm EIN	2013-12-31	390859910
2012 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,236,587
Total of all expenses incurred	2012-12-31	$575,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$574,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,632,988
Value of total assets at end of year	2012-12-31	$7,283,746
Value of total assets at beginning of year	2012-12-31	$5,623,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,577
Total interest from all sources	2012-12-31	$19,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,297,711
Participant contributions at end of year	2012-12-31	$67,193
Participant contributions at beginning of year	2012-12-31	$59,991
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$335,277
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$1,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,660,690
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,283,746
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,623,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,906,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,657,215
Interest earned on other investments	2012-12-31	$19,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,309,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$905,850
Net investment gain/loss from pooled separate accounts	2012-12-31	$584,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$574,320
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BAKER TILLY VICHOW KRAUSE LLP
Accountancy firm EIN	2012-12-31	390859910
2011 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,371,118
Total of all expenses incurred	2011-12-31	$248,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$245,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,430,299
Value of total assets at end of year	2011-12-31	$5,623,056
Value of total assets at beginning of year	2011-12-31	$4,500,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,697
Total interest from all sources	2011-12-31	$16,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,162,089
Participant contributions at end of year	2011-12-31	$59,991
Participant contributions at beginning of year	2011-12-31	$31,209
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$268,210
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$2,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,122,915
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,623,056
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,500,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,657,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,385,459
Interest earned on other investments	2011-12-31	$16,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$905,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$652,453
Net investment gain/loss from pooled separate accounts	2011-12-31	$-75,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$431,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$245,506
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN	2011-12-31	390859910
2010 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,897,979
Total of all expenses incurred	2010-12-31	$59,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$57,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,503,624
Value of total assets at end of year	2010-12-31	$4,500,140
Value of total assets at beginning of year	2010-12-31	$2,661,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,800
Total interest from all sources	2010-12-31	$13,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$450,014
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$998,792
Participant contributions at end of year	2010-12-31	$31,209
Participant contributions at beginning of year	2010-12-31	$7,504
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$28,999
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$73,812
Administrative expenses (other) incurred	2010-12-31	$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,838,585
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,500,140
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,661,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,385,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,885,123
Interest earned on other investments	2010-12-31	$13,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$652,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$293,528
Net investment gain/loss from pooled separate accounts	2010-12-31	$380,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$431,020
Employer contributions (assets) at end of year	2010-12-31	$431,020
Employer contributions (assets) at beginning of year	2010-12-31	$446,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$57,594
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN	2010-12-31	390859910
2009 : LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN

2022: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2018
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,614
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1614
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2284
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,614
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1614
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2296
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,943
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1943
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2304
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,864
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4864
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2104
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,854
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2854
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	CHICAGO REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2495
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,259
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5259
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	CHICAGO REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2412
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,250
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2250
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2216
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,005
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2005
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	CHICAGO REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2139
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,669
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	816
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	WILLIAM DEPROSPERO

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2300
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,928
Contracts With Unallocated Funds Deposit Administration	1

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

428014C

Policy instance

Insurance contract or identification number	428014C
Number of Individuals Covered	2023
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $847
Contracts With Unallocated Funds Deposit Administration	1
Amount paid for insurance broker fees	441
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	ANTHONY PERRIN

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Company Name:	LUTHERAN SOCIAL SERVICES OF ILLINOIS
Employer identification number (EIN):	362584799
NAIC Classification:	624100
NAIC Description:	Individual and Family Services