Plan Snapshot
- Plan Sponsor: Board Of Trustees - Midwest Pension Plan
- Sponsor EIN: 366512748
- Sponsor Address: 245 FENCL LANE, HILLSIDE, IL, 601622001
- Plan Type: DB
- Plan Number: 001
- Total Participants: 11,287
- Total Assets: $130.1M
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. |
|---|---|---|---|---|
| 2025 | 11,287 | $130.1M | $0 | $0 |
| 2024 | 2,093 | $123.1M | $1.5M | $0 |
| 2023 | 1,725 | $127.3M | $1.3M | $0 |
| 2022 | 1,707 | $132.1M | $4.7M | $0 |
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 |
|---|---|---|---|---|
| CHEVY CHASE TRUST | Other Service Provider | $148,254 | — | $148,254 |
| AUTOMATIC DATA PROCESSING | Other Service Provider | $142,272 | — | $142,272 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | Other Service Provider | $99,605 | — | $99,605 |
| INGRID ESCOBAR | Other Service Provider | $85,007 | — | $85,007 |
| LEGACY PROFESSIONALS LLP | Other Service Provider | $82,525 | — | $82,525 |
| BOYD WATTERSON ASSET MANAGEMENT LLC | Other Service Provider | $67,195 | — | $67,195 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $63,809 | — | $63,809 |
| STRATEGIC CAPITAL ADVISORS, INC. | Other Service Provider | $60,000 | — | $60,000 |
| HORIZON ACTUARIAL SERVICES LLC | Other Service Provider | $58,597 | — | $58,597 |
| JOHNSON & KROL, LLC | Other Service Provider | $54,665 | — | $54,665 |
| MARIA ROSARIO | Other Service Provider | $39,510 | — | $39,510 |
| EVERACTIVE SOLUTIONS, INC | Other Service Provider | $38,606 | — | $38,606 |
| YIBEL MONARREZ | Other Service Provider | $34,358 | — | $34,358 |
| HARDMAN JOHNSTON GLBAL ADVISORS LL | Other Service Provider | $31,607 | — | $31,607 |
| GABRIELA RAMIREZ | Other Service Provider | $30,034 | — | $30,034 |
| DEARBORN PARTNERS, LLC | Other Service Provider | $27,145 | — | $27,145 |
| NATIONAL INVESTMENT SERVICES LLC | Other Service Provider | $21,493 | — | $21,493 |
| LSV ASSET MANAGEMENT | Other Service Provider | $19,995 | — | $19,995 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $13,772 | — | $13,772 |
| MILLIMAN, INC. | Other Service Provider | $10,304 | — | $10,304 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,128,753
- Estimated Expense Ratio: 0.867% 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 |
|---|---|---|---|---|---|
| 2025 | $10,747,179 | $843,717 | — | $71,875 | — |
| 2024 | $2,582,585 | $1,037,062 | — | $70,000 | — |
| 2023 | $2,444,340 | $946,072 | — | $80,000 | — |
| 2022 | $2,305,767 | $917,541 | — | — | $446,303 |