form5500lookup

Form 5500 · Retirement plan · ALSIP, IL

SERTOMA STAR SERVICES

The filing calls this plan SERTOMA STAR SERVICES 403(B) PLAN.

SERTOMA STAR SERVICES of ALSIP, IL's retirement plan holds 3 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7294685 · plan 001 · plan year 2024, filed Sep 1, 2026

Participants at the start of the year
364
Contracts on file
3
Contract value
$505,843
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with MUTUAL OF AMERICA SEC. CORP LLC.

The contracts held $505,843 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MUTUAL OF AMERICA SEC. CORP LLCAnnuity / GIC137December—$0
TIAA-CREFAnnuity / GIC23December$505,843$0
VOYA FIANACIAL—460December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
SERTOMA STAR SERVICES
EIN 23-7294685
TIAA
RECORDKEEPER · EIN 13-1624203
$17,713
paid directly by the plan
CENTRIC WEALTH MANAGEMENT LLC
ADVISOR · EIN 20-5122562
$9,843
paid directly by the plan
CENTRIC WEALTH MANAGEMENT
SERVICE PROVIDER · EIN 20-5122562
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 449 employees, 9 recordable cases, 435 days away from work.

EmployeesThe company's own average for the year
449
Hours worked
664,442
Recordable cases
9
Days away from work
435
Establishments filed under this EIN
4

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$9,080,853
Paid out in benefits
$1,996,630
Participants at the start of the year
364
Participants with account balances
593

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

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