2023 Form 5500 filing — Midwest Express Retirement 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 20250115195803NAL0022201969001) for Midwest Express Retirement Pension Plan, reported by Midwest Express Inc. under EIN 51-0298133 and plan number 002. It reports 590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115195803NAL0022201969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Express Inc.
- EIN
- 51-0298133
- Plan number
- 002
- Location
- East Liberty, OH
- Participants
- 590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,885,486
- Net assets (EOY)
- $43,885,486
- Total income / additions
- $1,783,076
- Benefits paid
- $781,957
- Administrative expenses
- $248,471
- Total expenses
- $1,030,428
- Net increase / (decrease)
- $752,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $99,308 | not reported in the loaded dataset |
| Hbk Cpas & Consultants | NONE | $11,750 | not reported in the loaded dataset |