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  5. IA COLLABORATIVE MANAGEMENT SERVICES, LLC

IA COLLABORATIVE MANAGEMENT SERVICES, LLC

Company Details

Entity Name: IA COLLABORATIVE MANAGEMENT SERVICES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 13 Sep 1999
Company Number: LLC_00269638
File Number: 00269638
Type of Management: Member Managed
Date Status Change: 08 Aug 2024
Address 218 S WABASH AVE 9TH FLOOR, CHICAGO, 60604, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IA COLLABORATIVE RETIREMENT SAVINGS PLAN 2023 364392714 2024-07-30 IA COLLABORATIVE MANAGEMENT SERVICES, LLC 115
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 541990
Sponsor’s telephone number 3127270027
Plan sponsor’s address 218 S. WABASH AVE, 9TH FLOOR, CHICAGO, IL, 606042444

Signature of
Role Plan administrator
Date 2024-07-30
Name of individual signing ANTHONY MORELLO
Valid signature Filed with authorized/valid electronic signature
IA COLLABORATIVE RETIREMENT SAVINGS PLAN 2022 364392714 2023-10-13 IA COLLABORATIVE MANAGEMENT SERVICES, LLC 103
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 541990
Sponsor’s telephone number 3127270027
Plan sponsor’s address 218 S. WABASH AVE, 9TH FLOOR, CHICAGO, IL, 606042444

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing ANTHONY MORELLO
Valid signature Filed with authorized/valid electronic signature
IA COLLABORATIVE RETIREMENT SAVINGS PLAN 2021 364392714 2022-10-04 IA COLLABORATIVE MANAGEMENT SERVICES, LLC 96
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 541990
Sponsor’s telephone number 3127270027
Plan sponsor’s address 218 S. WABASH AVE, 9TH FLOOR, CHICAGO, IL, 606042444

Signature of
Role Plan administrator
Date 2022-10-04
Name of individual signing DAN KRAEMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-04
Name of individual signing DAN KRAEMER
Valid signature Filed with authorized/valid electronic signature
IA COLLABORATIVE RETIREMENT SAVINGS PLAN 2020 364392714 2021-05-11 IA COLLABORATIVE MANAGEMENT SERVICES, LLC 113
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 541990
Sponsor’s telephone number 3127270027
Plan sponsor’s address 218 S. WABASH AVE, 9TH FLOOR, CHICAGO, IL, 606042444

Signature of
Role Plan administrator
Date 2021-05-11
Name of individual signing DAN KRAEMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-11
Name of individual signing DAN KRAEMER
Valid signature Filed with authorized/valid electronic signature
IA COLLABORATIVE RETIREMENT SAVINGS PLAN 2019 364392714 2020-10-06 IA COLLABORATIVE MANAGEMENT SERVICES, LLC 114
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 541990
Sponsor’s telephone number 3127270027
Plan sponsor’s address 218 S. WABASH AVE, 9TH FLOOR, CHICAGO, IL, 606042444

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing DAN KRAEMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-06
Name of individual signing DAN KRAEMER
Valid signature Filed with authorized/valid electronic signature
IA COLLABORATIVE RETIREMENT SAVINGS PLAN 2018 364392714 2019-10-13 IA COLLABORATIVE MANAGEMENT SERVICES, LLC 88
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 541990
Sponsor’s telephone number 3127270027
Plan sponsor’s address 218 S. WABASH AVE, 9TH FLOOR, CHICAGO, IL, 606042444

Signature of
Role Plan administrator
Date 2019-10-13
Name of individual signing DAN KRAEMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-13
Name of individual signing DAN KRAEMER
Valid signature Filed with authorized/valid electronic signature
IA COLLABORATIVE RETIREMENT SAVINGS PLAN 2017 364392714 2018-07-27 IA COLLABORATIVE MANAGEMENT SERVICES, LLC 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 541990
Sponsor’s telephone number 3127270027
Plan sponsor’s address 218 S. WABASH AVE, 9TH FLOOR, CHICAGO, IL, 606042444

Signature of
Role Plan administrator
Date 2018-07-27
Name of individual signing DAN KRAEMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-27
Name of individual signing DAN KRAEMER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ERIC E KALNINS, 191 N. WACKER DR., #2300, CHICAGO, 60606 Agent 2010-08-09

Manager

Name and Address Role Appointment Date
KATHLEEN BRANDENBURG, 624 W FULLERTON, CHICAGO, IL, 60614 Manager 2024-08-08
DAN KRAEMER, 624 W FULLERTON, CHICAGO, IL, 60614 Manager 2024-08-08

Historical Names

Name Change Date
IA COLLABORATIVE, LLC 2015-07-29
KRAEMER ASSOCIATES, LLC 2000-02-22

Related by officers

No related officers

Related by address

218 S WABASH AVE 9TH FLOOR, CHICAGO, 60604, IL

SIMPLIFY AND GO, LLC IA COLLABORATIVE VENTURES, LLC IA COLLABORATIVE, LLC IA COLLABORATIVE HOLDINGS, LLC

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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