Midwest Transport, Inc. Employees Savings Trust — Form 5500 plan (Midwest Transport, Inc.)

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 Transport, Inc. Employees Savings Trust is a benefit plan reported by Midwest Transport, Inc. under EIN 71-0930845 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,869 participants and $7,858,644 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwest Transport, Inc.
EIN
71-0930845
Plan number
003
Plan type
2
Location
Robinson, IL
Latest filing year
2023
Participants
1,869
End-of-year plan assets
$7,858,644

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,869H, C20241015082750NAL0015985699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,858,644
Total liabilities (EOY)
$0
Net assets (EOY)
$7,858,644
Net assets (BOY)
$8,163,239

Income & contributions

Participant contributions
$817,585
Total contributions
$820,670
Total income / additions
$2,047,160

Expenses & distributions

Benefits paid
$2,254,394
Administrative expenses
$96,970
Total expenses
$2,351,755
Net increase / (decrease)
-$304,595

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$84,719$02023
Cetera Investment Advisers LLCINVESTMENT/FINANCIAL ADVI$12,250$02023

Related Form 5500 pages