# Trustees Of The Midwest Operating Engineers Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-midwest-operating-engineers-pension-trust-fund-366140097-001

> Trustees Of The Midwest Operating Engineers Pension Trust Fund's DB plan: 13,117 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/empower) — Recordkeeper

- [JP MORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MICHAEL WALSH](https://planprovider.pro/provider/john-hancock) — Recordkeeper

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

- [ANN MARIE WILLIAMS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DANIEL DERMODY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [BRIDGETTE GORDON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [THOMAS M BERNSTEIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KIMBERLY GAMBONEY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ADRIANNE HAMER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARISSA MASSUCI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARIA BARRIOS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [PATRICIA RAMIREZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ERAINA GREEN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ERASMO MORENO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [RENEE BUIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [STEVEN CISCO](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [AMY NALEPA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CAROLYN BRONSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [PATRICIA ORTIZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANGELA MCMILLIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LEIGH FOX](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KERI L. BJELKE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JENIE BROWN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ILIANA BAEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [TONGELA M. RICE-MCAROY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KELLY HAYES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [TRUDY MARES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [NANCY AMABILE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MICHELLE SPENCER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DEBRA MCLAUGHLIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JAMIE SCUMACI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KEVIN BUDINGER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [EDITH BURNETT](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JESSICA MEZERA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JOHN GRZYMSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [AMANDA LINDAU](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CRYSTAL MOORE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DESTINY RICHARDSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [COLLEEN ZAREMBSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ELIZABETH SANDOVAL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [PAIGE MUILENBURG](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [HALLE SCHAAFSMA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MATTHEW MOSQUEDA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [EMILY CERVANTES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JUVENAL ESTRADA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SHERI CISCO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KAILEY CANEDO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JESSICA HUIZAR SOLIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LUCIA URQUIZO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LUZ CASTILLO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JENNIFER SOMONE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [THOMPSON COBURN LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-midwest-operating-engineers-pension-trust-fund-366140097-001)

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