2023 Form 5500 filing — Midwest Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241012120709NAL0011735555003) for Midwest Pension Plan, reported by Board Of Trustees - Midwest Pension Plan under EIN 36-6512748 and plan number 001. It reports 11,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012120709NAL0011735555003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Midwest Pension Plan
- EIN
- 36-6512748
- Plan number
- 001
- Location
- Hillside, IL
- Participants
- 11,386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,331,218
- Total liabilities (EOY)
- $500,897
- Net assets (EOY)
- $126,830,321
- Employer contributions
- $1,323,915
- Total income / additions
- $5,892,402
- Benefits paid
- $8,232,823
- Administrative expenses
- $2,444,340
- Total expenses
- $10,677,163
- Net increase / (decrease)
- -$4,784,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asb Capital Management | SEE ATTACHED (2) | $181,216 | not reported in the loaded dataset |
| Adp | SEE ATTACHED (2) | $134,583 | not reported in the loaded dataset |
| Grosvenor Capital Management, Lp | SEE ATTACHED (2) | $130,003 | $0 |
| Loomis Sayles & Company Lp | NONE | $89,113 | $0 |
| Basys, LLC | SEE ATTACHED (2) | $88,965 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | SEE ATTACHED (1) | $80,000 | not reported in the loaded dataset |
| Investment Performance Services LLC | SEE ATTACHED (2) | $72,063 | not reported in the loaded dataset |
| Brown Advisory, LLC | SEE ATTACHED - 2 | $69,642 | $0 |
| Johnson & Krol,Attorney At Law,LLC | SEE ATTACHED (1) | $68,214 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | SEE ATTACHED (2) | $62,418 | not reported in the loaded dataset |
| Dearborn Partners | NONE | $59,750 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | SEE ATTACHED (2) | $59,443 | not reported in the loaded dataset |
| Global Trust Company | NONE | $44,633 | $0 |
| Nydia Ortiz | SEE ATTACHED (2) | $41,846 | not reported in the loaded dataset |
| Ingrid Escobar | SEE ATTACHED (2) | $36,259 | not reported in the loaded dataset |
| Glouston Capital Partners, LLC | NONE | $35,200 | $0 |
| Corbin Capital Partners, L.P. | SEE ATTACHED (2) | $32,330 | not reported in the loaded dataset |
| Hamilton Lane Advisors | SEE ATTACHED (2) | $28,800 | $0 |
| Lsv Asset Management | NONE | $27,437 | not reported in the loaded dataset |
| Milliman | SEE ATTACHED (1) | $27,437 | not reported in the loaded dataset |
| Gabriela Ramirez | SEE ATTACHED (2) | $27,122 | not reported in the loaded dataset |
| Everactive Solutions, Inc | SEE ATTACHED (2) | $19,780 | not reported in the loaded dataset |
| National Investment Services Inc | NONE | $10,912 | not reported in the loaded dataset |
| Wellington Trust Company, Na | SEE ATTACHED (2) | $10,063 | not reported in the loaded dataset |