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
- 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. |
|---|---|---|---|---|
| 2025 | 13,117 | $6.0B | $0 | $0 |
| 2024 | 13,118 | $5.8B | $0 | $0 |
| 2023 | 12,949 | $5.4B | $0 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $59,500 | — | $59,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,500
- Estimated Expense Ratio: 0.001% 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 | $20,455,563 | $10,118,034 | — | $59,500 | — |
| 2024 | $20,247,315 | $10,742,620 | — | $57,500 | — |
| 2023 | $21,317,103 | $11,857,821 | — | — | $1,352,942 |