# Board Of Trustees - Midwest Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-midwest-pension-plan-plan

> Board Of Trustees - Midwest Pension Plan's DB plan: 2,093 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/adp-retirement-services) — NONE

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/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|

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