Plan Snapshot
- Plan Sponsor: Board Of Trustees - Midwest Pension Plan
- Sponsor EIN: 366512748
- Sponsor Address: 245 FENCL LANE, HILLSIDE, IL, 601622001
- Plan Type: DB
- Total Participants: 2,093
- Total Assets: $123.1M
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. |
|---|---|---|---|---|
| 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 | NONE | $146,610 | — | $146,610 |
| AUTOMATIC DATA PROCESSING | NONE | $140,209 | — | $140,209 |
| CENTRAL STATES JOINT BOARD | AFFILIATED LABOR ORG | $119,969 | — | $119,969 |
| LOOMIS SAYLES & COMPANY, LP | NONE | $101,437 | — | $101,437 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | NONE | $95,899 | — | $95,899 |
| INGRID ESCOBAR | EMPLOYEE | $86,325 | — | $86,325 |
| NYDIA ORTIZ | EMPLOYEE | $78,393 | — | $78,393 |
| MILLIMAN, INC. | NONE | $78,055 | — | $78,055 |
| INTERCONTINENTAL REAL ESTATE CORP | NONE | $71,698 | — | $71,698 |
| BOYD WATTERSON ASSET MANAGEMENT LLC | NONE | $70,082 | — | $70,082 |
| LEGACY PROFESSIONALS LLP | Auditor | $70,000 | — | $70,000 |
| WEAVER AND TIDWELL, LLP | NONE | $70,000 | — | $70,000 |
| HARDMAN JOHNSTON GLBAL ADVISORS LL | NONE | $69,309 | — | $69,309 |
| GABRIELA RAMIREZ | EMPLOYEE | $65,559 | — | $65,559 |
| DEARBORN PARTNERS, LLC | NONE | $64,606 | — | $64,606 |
| JOHNSON & KROL, LLC | NONE | $58,717 | — | $58,717 |
| INVESTMENT PERFORMANCE SERVICES LLC | NONE | $56,215 | — | $56,215 |
| ARISTOTLE CREDIT PARTNERS | NONE | $52,482 | — | $52,482 |
| LSV ASSET MANAGEMENT | NONE | $38,533 | — | $38,533 |
| AMALGAMATED BANK OF CHICAGO | NONE | $35,186 | — | $35,186 |
| YIBEL MONARREZ | EMPLOYEE | $27,403 | — | $27,403 |
| EVERACTIVE SOLUTIONS, INC | NONE | $27,317 | — | $27,317 |
| NATIONAL INVESTMENT SERVICES | NONE | $7,630 | — | $7,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUTOMATIC DATA PROCESSING — NONE
- MILLIMAN, INC. — NONE
- LEGACY PROFESSIONALS LLP — Auditor
- WEAVER AND TIDWELL, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,631,634
- Estimated Expense Ratio: 1.325% 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 | $2,582,585 | $1,037,062 | — | $70,000 | — |
| 2023 | $2,444,340 | $946,072 | — | $80,000 | — |
| 2022 | $2,305,767 | $917,541 | — | — | $446,303 |