Plan Snapshot
- Plan Sponsor: Trustees Of The Midwest Operating Engineers Pension Trust Fund
- Sponsor EIN: 366140097
- Sponsor Address: 6150 JOLIET ROAD, COUNTRYSIDE, IL, 605253956
- Plan Type: DB
- Plan Number: 001
- Total Participants: 13,117
- Total Assets: $6.0B
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 | 13,117 | $6.0B | $341.2M | $0 |
| 2023 | 13,118 | $5.8B | $332.7M | $0 |
| 2022 | 12,949 | $5.4B | $310.9M | $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 |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE CO | Recordkeeper | $1,332,463 | — | $1,332,463 |
| JP MORGAN CHASE BANK | Recordkeeper | $1,235,138 | — | $1,235,138 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $1,153,645 | — | $1,153,645 |
| MOEITS | Other Service Provider | $1,106,132 | — | $1,106,132 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $1,096,544 | — | $1,096,544 |
| LSV ASSET MANAGEMENT | Other Service Provider | $992,300 | — | $992,300 |
| SIERRA INVESTMENT PARTNERS | Other Service Provider | $923,202 | — | $923,202 |
| NEWTOWER TRUST COMPANY | Other Service Provider | $790,416 | — | $790,416 |
| SEGAL | Other Service Provider | $650,520 | — | $650,520 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $646,963 | — | $646,963 |
| ROBERT W. BAIRD & CO | Other Service Provider | $645,731 | — | $645,731 |
| NATIONAL INV. SERV. OF AMERICA LLC | Other Service Provider | $620,933 | — | $620,933 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $529,780 | — | $529,780 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $329,329 | — | $329,329 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $268,167 | — | $268,167 |
| MARQUETTE ASSOCIATES | Other Service Provider | $225,000 | — | $225,000 |
| MICHAEL WALSH | Recordkeeper | $204,775 | — | $204,775 |
| LEGACY PROFESSIONALS LLP | Auditor | $204,633 | — | $204,633 |
| ANN MARIE WILLIAMS | Recordkeeper | $198,068 | — | $198,068 |
| DANIEL DERMODY | Recordkeeper | $197,458 | — | $197,458 |
| BRIDGETTE GORDON | Recordkeeper | $171,286 | — | $171,286 |
| INSTITUTE FOR WORKERS WELFARE | Other Service Provider | $143,656 | — | $143,656 |
| THOMAS M BERNSTEIN | Recordkeeper | $141,940 | $58 | $141,998 |
| KIMBERLY GAMBONEY | Recordkeeper | $141,101 | — | $141,101 |
| ADRIANNE HAMER | Recordkeeper | $137,259 | — | $137,259 |
| MARISSA MASSUCI | Recordkeeper | $130,923 | — | $130,923 |
| MARIA BARRIOS | Recordkeeper | $130,139 | — | $130,139 |
| PATRICIA RAMIREZ | Recordkeeper | $120,219 | — | $120,219 |
| ERAINA GREEN | Recordkeeper | $119,128 | — | $119,128 |
| MCGANN KETTERMAN AND RIOUX | Other Service Provider | $117,715 | — | $117,715 |
| ERASMO MORENO | Recordkeeper | $116,126 | — | $116,126 |
| RENEE BUIS | Recordkeeper | $114,681 | — | $114,681 |
| STEVEN CISCO | Custodian / Trustee | $112,711 | — | $112,711 |
| AMY NALEPA | Recordkeeper | $111,276 | — | $111,276 |
| CAROLYN BRONSON | Recordkeeper | $107,921 | — | $107,921 |
| PATRICIA ORTIZ | Recordkeeper | $100,872 | — | $100,872 |
| ANGELA MCMILLIN | Recordkeeper | $94,255 | — | $94,255 |
| LEIGH FOX | Recordkeeper | $77,537 | $174 | $77,711 |
| KERI L. BJELKE | Recordkeeper | $74,089 | — | $74,089 |
| JENIE BROWN | Recordkeeper | $66,710 | — | $66,710 |
| ILIANA BAEZ | Recordkeeper | $61,355 | — | $61,355 |
| TONGELA M. RICE-MCAROY | Recordkeeper | $60,945 | — | $60,945 |
| KELLY HAYES | Recordkeeper | $60,822 | — | $60,822 |
| TRUDY MARES | Recordkeeper | $57,495 | — | $57,495 |
| NANCY AMABILE | Recordkeeper | $56,566 | $150 | $56,716 |
| MICHELLE SPENCER | Recordkeeper | $50,074 | $496 | $50,570 |
| DEBRA MCLAUGHLIN | Recordkeeper | $50,292 | — | $50,292 |
| JAMIE SCUMACI | Recordkeeper | $48,857 | — | $48,857 |
| KEVIN BUDINGER | Recordkeeper | $48,417 | — | $48,417 |
| EDITH BURNETT | Recordkeeper | $46,687 | — | $46,687 |
| JESSICA MEZERA | Recordkeeper | $46,331 | — | $46,331 |
| JOHN GRZYMSKI | Recordkeeper | $43,724 | — | $43,724 |
| AMANDA LINDAU | Recordkeeper | $41,444 | — | $41,444 |
| CRYSTAL MOORE | Recordkeeper | $41,293 | — | $41,293 |
| DESTINY RICHARDSON | Recordkeeper | $41,235 | — | $41,235 |
| COLLEEN ZAREMBSKI | Recordkeeper | $40,675 | — | $40,675 |
| ELIZABETH SANDOVAL | Recordkeeper | $40,491 | — | $40,491 |
| PAIGE MUILENBURG | Recordkeeper | $40,118 | — | $40,118 |
| HALLE SCHAAFSMA | Recordkeeper | $38,522 | — | $38,522 |
| MATTHEW MOSQUEDA | Recordkeeper | $38,065 | $56 | $38,121 |
| EMILY CERVANTES | Recordkeeper | $34,413 | — | $34,413 |
| JUVENAL ESTRADA | Recordkeeper | $32,143 | — | $32,143 |
| SHERI CISCO | Recordkeeper | $31,424 | — | $31,424 |
| KAILEY CANEDO | Recordkeeper | $31,151 | — | $31,151 |
| JESSICA HUIZAR SOLIS | Recordkeeper | $31,033 | — | $31,033 |
| LUCIA URQUIZO | Recordkeeper | $30,018 | — | $30,018 |
| MMUSA ACQUISITION II CORP | Other Service Provider | $27,756 | — | $27,756 |
| LUZ CASTILLO | Recordkeeper | $26,731 | — | $26,731 |
| JENNIFER SOMONE | Recordkeeper | $26,013 | — | $26,013 |
| THOMPSON COBURN LLP | ERISA Attorney | $20,932 | — | $20,932 |
| BOND BROTHERS | Other Service Provider | $15,115 | — | $15,115 |
| UCS HOLDINGS INC. | Other Service Provider | $9,621 | — | $9,621 |
| FIRST STRING ENTERPRISES | Other Service Provider | $6,926 | — | $6,926 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO — Recordkeeper
- JP MORGAN CHASE BANK — Recordkeeper
- MICHAEL WALSH — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
- ANN MARIE WILLIAMS — Recordkeeper
- DANIEL DERMODY — Recordkeeper
- BRIDGETTE GORDON — Recordkeeper
- THOMAS M BERNSTEIN — Recordkeeper
- KIMBERLY GAMBONEY — Recordkeeper
- ADRIANNE HAMER — Recordkeeper
- MARISSA MASSUCI — Recordkeeper
- MARIA BARRIOS — Recordkeeper
- PATRICIA RAMIREZ — Recordkeeper
- ERAINA GREEN — Recordkeeper
- ERASMO MORENO — Recordkeeper
- RENEE BUIS — Recordkeeper
- STEVEN CISCO — Custodian / Trustee
- AMY NALEPA — Recordkeeper
- CAROLYN BRONSON — Recordkeeper
- PATRICIA ORTIZ — Recordkeeper
- ANGELA MCMILLIN — Recordkeeper
- LEIGH FOX — Recordkeeper
- KERI L. BJELKE — Recordkeeper
- JENIE BROWN — Recordkeeper
- ILIANA BAEZ — Recordkeeper
- TONGELA M. RICE-MCAROY — Recordkeeper
- KELLY HAYES — Recordkeeper
- TRUDY MARES — Recordkeeper
- NANCY AMABILE — Recordkeeper
- MICHELLE SPENCER — Recordkeeper
- DEBRA MCLAUGHLIN — Recordkeeper
- JAMIE SCUMACI — Recordkeeper
- KEVIN BUDINGER — Recordkeeper
- EDITH BURNETT — Recordkeeper
- JESSICA MEZERA — Recordkeeper
- JOHN GRZYMSKI — Recordkeeper
- AMANDA LINDAU — Recordkeeper
- CRYSTAL MOORE — Recordkeeper
- DESTINY RICHARDSON — Recordkeeper
- COLLEEN ZAREMBSKI — Recordkeeper
- ELIZABETH SANDOVAL — Recordkeeper
- PAIGE MUILENBURG — Recordkeeper
- HALLE SCHAAFSMA — Recordkeeper
- MATTHEW MOSQUEDA — Recordkeeper
- EMILY CERVANTES — Recordkeeper
- JUVENAL ESTRADA — Recordkeeper
- SHERI CISCO — Recordkeeper
- KAILEY CANEDO — Recordkeeper
- JESSICA HUIZAR SOLIS — Recordkeeper
- LUCIA URQUIZO — Recordkeeper
- LUZ CASTILLO — Recordkeeper
- JENNIFER SOMONE — 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: $16,958,359
- Estimated Expense Ratio: 0.283% 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 | $20,455,563 | $10,118,034 | — | $59,500 | — |
| 2023 | $20,247,315 | $10,742,620 | — | $57,500 | — |
| 2022 | $21,317,103 | $11,857,821 | — | — | $1,352,942 |