Midwest Operating Engineers Pension Trust Fund — Form 5500 plan (Trustees Of The Midwest Operating Engineers Pension Trust Fund)
Plain-English plan 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, Midwest Operating Engineers Pension Trust Fund is a benefit plan reported by Trustees Of The Midwest Operating Engineers Pension Trust Fund under EIN 36-6140097 and plan number 001. The latest loaded filing year is 2023. The filing reports 31,102 participants and $5,806,182,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Midwest Operating Engineers Pension Trust Fund
- EIN
- 36-6140097
- Plan number
- 001
- Plan type
- 1
- Location
- Countryside, IL
- Latest filing year
- 2023
- Participants
- 31,102
- End-of-year plan assets
- $5,806,182,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31,102 | H, C | 20250113124837NAL0037278466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,806,182,556
- Total liabilities (EOY)
- $198,072,866
- Net assets (EOY)
- $5,608,109,690
- Net assets (BOY)
- $5,171,292,367
Income & contributions
- Employer contributions
- $332,741,218
- Total contributions
- $332,741,218
- Total income / additions
- $876,494,253
Expenses & distributions
- Benefits paid
- $419,429,615
- Administrative expenses
- $20,247,315
- Total expenses
- $439,676,930
- Net increase / (decrease)
- $436,817,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Co | NONE | $1,641,925 | $0 | 2023 |
| Jp Morgan Chase Bank | NONE | $1,468,769 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $1,247,347 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $1,208,056 | $0 | 2023 |
| Sierra Investment Partners | NONE | $1,148,078 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $1,063,257 | not reported in the loaded dataset | 2023 |
| Moeits | RELATED ORGANIZATION | $1,039,671 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $837,397 | not reported in the loaded dataset | 2023 |
| Robert W. Baird & Co | NONE | $632,653 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $578,346 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $454,626 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $441,454 | $0 | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $349,041 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $261,290 | $0 | 2023 |
| National Inv. Serv. Of America LLC | NONE | $250,883 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $225,000 | not reported in the loaded dataset | 2023 |
| Michael Walsh | EMPLOYEE | $194,410 | not reported in the loaded dataset | 2023 |
| Daniel Dermody | EMPLOYEE | $187,015 | not reported in the loaded dataset | 2023 |
| Ann Marie Williams | EMPLOYEE | $180,252 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $172,568 | not reported in the loaded dataset | 2023 |
| Institute For Workers Welfare | NONE | $150,143 | not reported in the loaded dataset | 2023 |
| Mcgann Ketterman And Rioux | NONE | $148,812 | not reported in the loaded dataset | 2023 |
| Thomas M Bernstein | EMPLOYEE | $138,771 | not reported in the loaded dataset | 2023 |
| Kimberly Gamboney | EMPLOYEE | $137,552 | not reported in the loaded dataset | 2023 |
| Adrianne Hamer | EMPLOYEE | $136,620 | not reported in the loaded dataset | 2023 |
| Bridgette Gordon | EMPLOYEE | $133,413 | not reported in the loaded dataset | 2023 |
| Maria Barrios | EMPLOYEE | $123,448 | not reported in the loaded dataset | 2023 |
| Patricia Ramirez | EMPLOYEE | $117,075 | not reported in the loaded dataset | 2023 |
| Sebastien Cherney | EMPLOYEE | $114,085 | not reported in the loaded dataset | 2023 |
| Eraina Green | EMPLOYEE | $112,408 | not reported in the loaded dataset | 2023 |
| Marissa Massuci | EMPLOYEE | $111,869 | not reported in the loaded dataset | 2023 |
| James Cagle | EMPLOYEE | $111,827 | not reported in the loaded dataset | 2023 |
| Erasmo Moreno | EMPLOYEE | $111,314 | not reported in the loaded dataset | 2023 |
| Renee Buis | EMPLOYEE | $110,442 | not reported in the loaded dataset | 2023 |
| Amy Nalepa | EMPLOYEE | $107,352 | not reported in the loaded dataset | 2023 |
| Carolyn Bronson | EMPLOYEE | $104,113 | not reported in the loaded dataset | 2023 |
| Michael Aprile | EMPLOYEE | $97,290 | not reported in the loaded dataset | 2023 |
| Patricia Ortiz | EMPLOYEE | $97,176 | not reported in the loaded dataset | 2023 |
| Martin Turek | EMPLOYEE | $91,476 | not reported in the loaded dataset | 2023 |
| Leigh Fox | EMPLOYEE | $70,819 | $1,419 | 2023 |
| Keri L. Bjelke | EMPLOYEE | $65,997 | $257 | 2023 |
| Angela Mcmillin | EMPLOYEE | $62,076 | $248 | 2023 |
| Jenie Brown | EMPLOYEE | $61,117 | not reported in the loaded dataset | 2023 |
| Kelly Hayes | EMPLOYEE | $54,938 | $257 | 2023 |
| Nancy Amabile | EMPLOYEE | $54,006 | not reported in the loaded dataset | 2023 |
| Pamela Kowalski | EMPLOYEE | $53,910 | not reported in the loaded dataset | 2023 |
| Trudy Mares | EMPLOYEE | $53,569 | $60 | 2023 |
| Tongela M. Rice-Mcaroy | EMPLOYEE | $51,342 | not reported in the loaded dataset | 2023 |
| Michelle Spencer | EMPLOYEE | $48,379 | $248 | 2023 |
| Debra Mclaughlin | EMPLOYEE | $48,359 | not reported in the loaded dataset | 2023 |
| Kevin Budinger | EMPLOYEE | $45,339 | not reported in the loaded dataset | 2023 |
| Jamie Scumaci | EMPLOYEE | $42,426 | not reported in the loaded dataset | 2023 |
| Joy Ray | EMPLOYEE | $41,272 | not reported in the loaded dataset | 2023 |
| Edith Burnett | EMPLOYEE | $40,897 | not reported in the loaded dataset | 2023 |
| Jessica Mezera | EMPLOYEE | $40,110 | not reported in the loaded dataset | 2023 |
| Amanda Lindau | EMPLOYEE | $39,955 | not reported in the loaded dataset | 2023 |
| Emily Cervantes | EMPLOYEE | $37,653 | not reported in the loaded dataset | 2023 |
| Paige Muilenburg | EMPLOYEE | $37,520 | not reported in the loaded dataset | 2023 |
| Crystal Moore | EMPLOYEE | $36,837 | not reported in the loaded dataset | 2023 |
| Halle Schaafsma | EMPLOYEE | $36,630 | not reported in the loaded dataset | 2023 |
| Matthew Mosqueda | EMPLOYEE | $34,944 | not reported in the loaded dataset | 2023 |
| Mmusa Acquisition Ii Corp | NONE | $33,742 | not reported in the loaded dataset | 2023 |
| Destiny Richardson | EMPLOYEE | $32,453 | not reported in the loaded dataset | 2023 |
| Lucia Urquizo | EMPLOYEE | $31,350 | not reported in the loaded dataset | 2023 |
| Sheri Cisco-Moore | EMPLOYEE | $30,524 | not reported in the loaded dataset | 2023 |
| Luz Castillo | EMPLOYEE | $25,430 | not reported in the loaded dataset | 2023 |
| Ucs Holdings Inc. | NONE | $22,467 | not reported in the loaded dataset | 2023 |
| Security Counsel, LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $14,629 | not reported in the loaded dataset | 2023 |
| Thompson Coburn Llp | NONE | $12,107 | not reported in the loaded dataset | 2023 |
| First String Enterprises | NONE | $11,442 | not reported in the loaded dataset | 2023 |
| Proven Business Systems | NONE | $10,330 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Midwest Operating Engineers Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Countryside, IL
- Prudential Insurance Co — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Sierra Investment Partners — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Moeits — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Robert W. Baird & Co — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Segal — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- National Inv. Serv. Of America LLC — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Michael Walsh — Schedule C compensation
- Daniel Dermody — Schedule C compensation
- Ann Marie Williams — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Institute For Workers Welfare — Schedule C compensation
- Mcgann Ketterman And Rioux — Schedule C compensation
- Thomas M Bernstein — Schedule C compensation
- Kimberly Gamboney — Schedule C compensation
- Adrianne Hamer — Schedule C compensation
- Bridgette Gordon — Schedule C compensation
- Maria Barrios — Schedule C compensation
- Patricia Ramirez — Schedule C compensation
- Sebastien Cherney — Schedule C compensation
- Eraina Green — Schedule C compensation
- Marissa Massuci — Schedule C compensation
- James Cagle — Schedule C compensation
- Erasmo Moreno — Schedule C compensation
- Renee Buis — Schedule C compensation
- Amy Nalepa — Schedule C compensation
- Carolyn Bronson — Schedule C compensation
- Michael Aprile — Schedule C compensation
- Patricia Ortiz — Schedule C compensation
- Martin Turek — Schedule C compensation
- Leigh Fox — Schedule C compensation
- Keri L. Bjelke — Schedule C compensation
- Angela Mcmillin — Schedule C compensation
- Jenie Brown — Schedule C compensation
- Kelly Hayes — Schedule C compensation
- Nancy Amabile — Schedule C compensation
- Pamela Kowalski — Schedule C compensation
- Trudy Mares — Schedule C compensation
- Tongela M. Rice-Mcaroy — Schedule C compensation
- Michelle Spencer — Schedule C compensation
- Debra Mclaughlin — Schedule C compensation
- Kevin Budinger — Schedule C compensation
- Jamie Scumaci — Schedule C compensation
- Joy Ray — Schedule C compensation
- Edith Burnett — Schedule C compensation
- Jessica Mezera — Schedule C compensation
- Amanda Lindau — Schedule C compensation
- Emily Cervantes — Schedule C compensation
- Paige Muilenburg — Schedule C compensation
- Crystal Moore — Schedule C compensation
- Halle Schaafsma — Schedule C compensation
- Matthew Mosqueda — Schedule C compensation
- Mmusa Acquisition Ii Corp — Schedule C compensation
- Destiny Richardson — Schedule C compensation
- Lucia Urquizo — Schedule C compensation
- Sheri Cisco-Moore — Schedule C compensation
- Luz Castillo — Schedule C compensation
- Ucs Holdings Inc. — Schedule C compensation
- Security Counsel, LLC — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Thompson Coburn Llp — Schedule C compensation
- First String Enterprises — Schedule C compensation
- Proven Business Systems — Schedule C compensation