Plan Snapshot
- Plan Sponsor: Board Of Trustees Midwest Operating Engineers Retiree Welfare Plan
- Sponsor EIN: 371752023
- Sponsor Address: 6150 JOLIET ROAD, COUNTRYSIDE, IL, 60525
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 8,378
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,378 | $1.3B | $174.5M | $40.3M |
| 2023 | 8,282 | $1.2B | $167.0M | $37.9M |
| 2022 | 8,079 | $1.0B | $156.5M | $36.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CORPORATE HEALTH DIMENSIONS | Other Service Provider | $1,786,673 | — | $1,786,673 |
| MIDWEST COALITION OF LABOR | Other Service Provider | $1,017,290 | — | $1,017,290 |
| BLUECROSS BLUESHIELD OF ILLINOIS | Other Service Provider | $921,155 | — | $921,155 |
| EVERSIDE HEALTH LLC | Other Service Provider | $791,117 | — | $791,117 |
| RED CARD SYSTEMS, LLC | Other Service Provider | $303,739 | — | $303,739 |
| MOE IT SERVICE CORPORATION | Other Service Provider | $231,387 | — | $231,387 |
| DELTA DENTAL OF ILLINOIS | Other Service Provider | $194,967 | — | $194,967 |
| VALENZ HEALTH | Other Service Provider | $184,822 | — | $184,822 |
| UCS HOLDINGS | Other Service Provider | $151,892 | — | $151,892 |
| LEGACY PROFESSIONALS LLP | Auditor | $107,249 | — | $107,249 |
| THE SEGAL COMPANY | Other Service Provider | $106,817 | — | $106,817 |
| ANNA BOZICH | Recordkeeper | $93,571 | — | $93,571 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $87,677 | — | $87,677 |
| BOND BROTHERS & CO. | Other Service Provider | $86,404 | — | $86,404 |
| ANGELICA AMADOR | Recordkeeper | $76,545 | — | $76,545 |
| INSTITUTE FOR WORKER WELFARE | Other Service Provider | $76,506 | — | $76,506 |
| KELSIE PECENY | Recordkeeper | $75,716 | — | $75,716 |
| TANYA REED | Recordkeeper | $73,409 | — | $73,409 |
| JENNIFER MEISTER | Recordkeeper | $71,813 | $59 | $71,872 |
| ABSOLUTE SOLUTIONS LLC | Other Service Provider | $66,822 | — | $66,822 |
| FRANCES LIMANDRI-BURGOS | Recordkeeper | $66,247 | — | $66,247 |
| MATTHEW MOSQUEDA | Recordkeeper | $65,111 | $98 | $65,209 |
| MARY DAVIS | Recordkeeper | $64,056 | — | $64,056 |
| JENNIFER BEEMSTERBOER | Recordkeeper | $63,974 | — | $63,974 |
| BETTY PHILLIPS | Recordkeeper | $58,872 | — | $58,872 |
| JACKIE CALDWELL | Recordkeeper | $58,851 | — | $58,851 |
| CHERYLE PICKETT DENNIS | Recordkeeper | $58,849 | — | $58,849 |
| NANCY MCKINLEY | Recordkeeper | $58,627 | — | $58,627 |
| VATISHA HAMMICK | Recordkeeper | $58,454 | — | $58,454 |
| MARICRUZ CERVANTES | Recordkeeper | $57,958 | — | $57,958 |
| TONI ROWLAND | Recordkeeper | $57,881 | — | $57,881 |
| KAITLYN ODEKIRK | Recordkeeper | $57,508 | — | $57,508 |
| CHRISTINE MOWINSKI | Recordkeeper | $56,583 | — | $56,583 |
| HECTOR TAPIA | Recordkeeper | $56,563 | — | $56,563 |
| ALLISON CIANCI | Recordkeeper | $56,499 | — | $56,499 |
| GENERAL DYNAMICS INFORMATION TECH | Other Service Provider | $55,748 | — | $55,748 |
| JULI KRESGE | Recordkeeper | $55,304 | — | $55,304 |
| MARIE JOERMS | Recordkeeper | $54,257 | — | $54,257 |
| SYLVIA MCAROY | Recordkeeper | $54,203 | — | $54,203 |
| BEATA GARCZEK | Recordkeeper | $54,181 | — | $54,181 |
| LAVERNE PURCHASE | Recordkeeper | $53,707 | — | $53,707 |
| GILBERT PEREZ | Recordkeeper | $53,629 | — | $53,629 |
| WANDA BUSS | Recordkeeper | $53,546 | — | $53,546 |
| JESSIKA PUENTE | Recordkeeper | $53,137 | — | $53,137 |
| MICHELLE PICCOLO | Recordkeeper | $52,813 | — | $52,813 |
| ARLENE ORMISTON | Recordkeeper | $51,438 | — | $51,438 |
| SARAH SMITH | Recordkeeper | $47,795 | — | $47,795 |
| JESSICA LEWNER | Recordkeeper | $46,960 | — | $46,960 |
| LUZ CASTILLO | Recordkeeper | $46,289 | — | $46,289 |
| NINNO SHIELDS | Recordkeeper | $45,712 | — | $45,712 |
| THOMAS BERNSTEIN | Recordkeeper | $45,532 | — | $45,532 |
| CHRISTINA MONTOR | Recordkeeper | $45,407 | — | $45,407 |
| JENNIFER SOMONE | Recordkeeper | $45,101 | — | $45,101 |
| DAWN KENNEDY | Recordkeeper | $44,902 | — | $44,902 |
| MARISA MARQUEZ | Recordkeeper | $44,202 | — | $44,202 |
| ELIZABETH MIRANDA | Recordkeeper | $43,958 | — | $43,958 |
| JESSICA LOZA | Recordkeeper | $43,858 | — | $43,858 |
| LAURA GODBOUT | Recordkeeper | $43,318 | — | $43,318 |
| TIFFANY VANDYKE | Recordkeeper | $42,570 | — | $42,570 |
| STEVEN CISCO | Custodian / Trustee | $41,994 | — | $41,994 |
| MARIA CORRAL | Recordkeeper | $40,916 | — | $40,916 |
| MARQUETTE ASSOCIATES | Other Service Provider | $40,000 | — | $40,000 |
| GLORIA FARIAS | Recordkeeper | $39,229 | — | $39,229 |
| NANCY BARRON | Recordkeeper | $38,890 | — | $38,890 |
| COURTNEY CARLOCK | Recordkeeper | $38,366 | — | $38,366 |
| AARON VAN OSTRAND | Recordkeeper | $37,930 | — | $37,930 |
| MCGANN, KETTERMAN & RIOUX | Other Service Provider | $36,955 | — | $36,955 |
| KERI BJELKE | Recordkeeper | $36,478 | — | $36,478 |
| KIMBERLY SUCHORABSKI | Recordkeeper | $35,999 | — | $35,999 |
| ANNETTE WINSTON | Recordkeeper | $35,239 | — | $35,239 |
| JENIE BROWN | Recordkeeper | $33,191 | — | $33,191 |
| TONGELA RICE-MCAROY | Recordkeeper | $30,467 | — | $30,467 |
| KELLY HAYES | Recordkeeper | $30,208 | — | $30,208 |
| ANGELA MCMILLIN | Recordkeeper | $29,827 | — | $29,827 |
| LAURA ADRIEANSEN | Recordkeeper | $27,881 | — | $27,881 |
| PBRIX, INC. | Other Service Provider | $27,288 | — | $27,288 |
| KYLA HODGE | Recordkeeper | $26,577 | — | $26,577 |
| TRUDY MARES | Recordkeeper | $26,292 | — | $26,292 |
| FIRST AMERICAN ADMINISTRATORS INC | Other Service Provider | $21,479 | — | $21,479 |
| CHANGE HEALTHCARE SOLUTIONS | Other Service Provider | $18,278 | — | $18,278 |
| MMUSA ACQUISITION II CORP | Other Service Provider | $14,753 | — | $14,753 |
| ALLONE HEALTH | Recordkeeper | $13,759 | — | $13,759 |
| THE NORTHERN TRUST CORPORATION | Other Service Provider | $11,904 | — | $11,904 |
| FAIR HEALTH INC. | Other Service Provider | $7,490 | — | $7,490 |
| THOMPSON COBURN LLP | ERISA Attorney | $7,153 | — | $7,153 |
| ACCRETIVE GLOBAL INSURANCE SERVICES | Other Service Provider | $6,495 | — | $6,495 |
| STROKE DETECTION PLUS INC. | Other Service Provider | $6,081 | — | $6,081 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- ANNA BOZICH — Recordkeeper
- ANGELICA AMADOR — Recordkeeper
- KELSIE PECENY — Recordkeeper
- TANYA REED — Recordkeeper
- JENNIFER MEISTER — Recordkeeper
- FRANCES LIMANDRI-BURGOS — Recordkeeper
- MATTHEW MOSQUEDA — Recordkeeper
- MARY DAVIS — Recordkeeper
- JENNIFER BEEMSTERBOER — Recordkeeper
- BETTY PHILLIPS — Recordkeeper
- JACKIE CALDWELL — Recordkeeper
- CHERYLE PICKETT DENNIS — Recordkeeper
- NANCY MCKINLEY — Recordkeeper
- VATISHA HAMMICK — Recordkeeper
- MARICRUZ CERVANTES — Recordkeeper
- TONI ROWLAND — Recordkeeper
- KAITLYN ODEKIRK — Recordkeeper
- CHRISTINE MOWINSKI — Recordkeeper
- HECTOR TAPIA — Recordkeeper
- ALLISON CIANCI — Recordkeeper
- JULI KRESGE — Recordkeeper
- MARIE JOERMS — Recordkeeper
- SYLVIA MCAROY — Recordkeeper
- BEATA GARCZEK — Recordkeeper
- LAVERNE PURCHASE — Recordkeeper
- GILBERT PEREZ — Recordkeeper
- WANDA BUSS — Recordkeeper
- JESSIKA PUENTE — Recordkeeper
- MICHELLE PICCOLO — Recordkeeper
- ARLENE ORMISTON — Recordkeeper
- SARAH SMITH — Recordkeeper
- JESSICA LEWNER — Recordkeeper
- LUZ CASTILLO — Recordkeeper
- NINNO SHIELDS — Recordkeeper
- THOMAS BERNSTEIN — Recordkeeper
- CHRISTINA MONTOR — Recordkeeper
- JENNIFER SOMONE — Recordkeeper
- DAWN KENNEDY — Recordkeeper
- MARISA MARQUEZ — Recordkeeper
- ELIZABETH MIRANDA — Recordkeeper
- JESSICA LOZA — Recordkeeper
- LAURA GODBOUT — Recordkeeper
- TIFFANY VANDYKE — Recordkeeper
- STEVEN CISCO — Custodian / Trustee
- MARIA CORRAL — Recordkeeper
- GLORIA FARIAS — Recordkeeper
- NANCY BARRON — Recordkeeper
- COURTNEY CARLOCK — Recordkeeper
- AARON VAN OSTRAND — Recordkeeper
- KERI BJELKE — Recordkeeper
- KIMBERLY SUCHORABSKI — Recordkeeper
- ANNETTE WINSTON — Recordkeeper
- JENIE BROWN — Recordkeeper
- TONGELA RICE-MCAROY — Recordkeeper
- KELLY HAYES — Recordkeeper
- ANGELA MCMILLIN — Recordkeeper
- LAURA ADRIEANSEN — Recordkeeper
- KYLA HODGE — Recordkeeper
- TRUDY MARES — Recordkeeper
- ALLONE HEALTH — Recordkeeper
- THOMPSON COBURN LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,340,447
- Estimated Expense Ratio: 0.703% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,806,285 | $40,000 | — | $37,000 | — |
| 2023 | $5,775,777 | $416,805 | — | $43,000 | — |
| 2022 | $5,772,172 | $810,863 | — | — | $350,839 |