2023 Form 5500 filing — Midwest Operating Engineers Pension Trust Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250113124837NAL0037278466001) for Midwest Operating Engineers Pension Trust Fund, reported by Trustees Of The Midwest Operating Engineers Pension Trust Fund under EIN 36-6140097 and plan number 001. It reports 31,102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113124837NAL0037278466001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Midwest Operating Engineers Pension Trust Fund
- EIN
- 36-6140097
- Plan number
- 001
- Location
- Countryside, IL
- Participants
- 31,102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,806,182,556
- Total liabilities (EOY)
- $198,072,866
- Net assets (EOY)
- $5,608,109,690
- Employer contributions
- $332,741,218
- Total income / additions
- $876,494,253
- Benefits paid
- $419,429,615
- Administrative expenses
- $20,247,315
- Total expenses
- $439,676,930
- Net increase / (decrease)
- $436,817,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Co | NONE | $1,641,925 | $0 |
| Jp Morgan Chase Bank | NONE | $1,468,769 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $1,247,347 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $1,208,056 | $0 |
| Sierra Investment Partners | NONE | $1,148,078 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $1,063,257 | not reported in the loaded dataset |
| Moeits | RELATED ORGANIZATION | $1,039,671 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $837,397 | not reported in the loaded dataset |
| Robert W. Baird & Co | NONE | $632,653 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $578,346 | not reported in the loaded dataset |
| Segal | NONE | $454,626 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $441,454 | $0 |
| Bridgeway Benefit Technologies, LLC | NONE | $349,041 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $261,290 | $0 |
| National Inv. Serv. Of America LLC | NONE | $250,883 | not reported in the loaded dataset |
| Marquette Associates | NONE | $225,000 | not reported in the loaded dataset |
| Michael Walsh | EMPLOYEE | $194,410 | not reported in the loaded dataset |
| Daniel Dermody | EMPLOYEE | $187,015 | not reported in the loaded dataset |
| Ann Marie Williams | EMPLOYEE | $180,252 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $172,568 | not reported in the loaded dataset |
| Institute For Workers Welfare | NONE | $150,143 | not reported in the loaded dataset |
| Mcgann Ketterman And Rioux | NONE | $148,812 | not reported in the loaded dataset |
| Thomas M Bernstein | EMPLOYEE | $138,771 | not reported in the loaded dataset |
| Kimberly Gamboney | EMPLOYEE | $137,552 | not reported in the loaded dataset |
| Adrianne Hamer | EMPLOYEE | $136,620 | not reported in the loaded dataset |
| Bridgette Gordon | EMPLOYEE | $133,413 | not reported in the loaded dataset |
| Maria Barrios | EMPLOYEE | $123,448 | not reported in the loaded dataset |
| Patricia Ramirez | EMPLOYEE | $117,075 | not reported in the loaded dataset |
| Sebastien Cherney | EMPLOYEE | $114,085 | not reported in the loaded dataset |
| Eraina Green | EMPLOYEE | $112,408 | not reported in the loaded dataset |
| Marissa Massuci | EMPLOYEE | $111,869 | not reported in the loaded dataset |
| James Cagle | EMPLOYEE | $111,827 | not reported in the loaded dataset |
| Erasmo Moreno | EMPLOYEE | $111,314 | not reported in the loaded dataset |
| Renee Buis | EMPLOYEE | $110,442 | not reported in the loaded dataset |
| Amy Nalepa | EMPLOYEE | $107,352 | not reported in the loaded dataset |
| Carolyn Bronson | EMPLOYEE | $104,113 | not reported in the loaded dataset |
| Michael Aprile | EMPLOYEE | $97,290 | not reported in the loaded dataset |
| Patricia Ortiz | EMPLOYEE | $97,176 | not reported in the loaded dataset |
| Martin Turek | EMPLOYEE | $91,476 | not reported in the loaded dataset |
| Leigh Fox | EMPLOYEE | $70,819 | $1,419 |
| Keri L. Bjelke | EMPLOYEE | $65,997 | $257 |
| Angela Mcmillin | EMPLOYEE | $62,076 | $248 |
| Jenie Brown | EMPLOYEE | $61,117 | not reported in the loaded dataset |
| Kelly Hayes | EMPLOYEE | $54,938 | $257 |
| Nancy Amabile | EMPLOYEE | $54,006 | not reported in the loaded dataset |
| Pamela Kowalski | EMPLOYEE | $53,910 | not reported in the loaded dataset |
| Trudy Mares | EMPLOYEE | $53,569 | $60 |
| Tongela M. Rice-Mcaroy | EMPLOYEE | $51,342 | not reported in the loaded dataset |
| Michelle Spencer | EMPLOYEE | $48,379 | $248 |
| Debra Mclaughlin | EMPLOYEE | $48,359 | not reported in the loaded dataset |
| Kevin Budinger | EMPLOYEE | $45,339 | not reported in the loaded dataset |
| Jamie Scumaci | EMPLOYEE | $42,426 | not reported in the loaded dataset |
| Joy Ray | EMPLOYEE | $41,272 | not reported in the loaded dataset |
| Edith Burnett | EMPLOYEE | $40,897 | not reported in the loaded dataset |
| Jessica Mezera | EMPLOYEE | $40,110 | not reported in the loaded dataset |
| Amanda Lindau | EMPLOYEE | $39,955 | not reported in the loaded dataset |
| Emily Cervantes | EMPLOYEE | $37,653 | not reported in the loaded dataset |
| Paige Muilenburg | EMPLOYEE | $37,520 | not reported in the loaded dataset |
| Crystal Moore | EMPLOYEE | $36,837 | not reported in the loaded dataset |
| Halle Schaafsma | EMPLOYEE | $36,630 | not reported in the loaded dataset |
| Matthew Mosqueda | EMPLOYEE | $34,944 | not reported in the loaded dataset |
| Mmusa Acquisition Ii Corp | NONE | $33,742 | not reported in the loaded dataset |
| Destiny Richardson | EMPLOYEE | $32,453 | not reported in the loaded dataset |
| Lucia Urquizo | EMPLOYEE | $31,350 | not reported in the loaded dataset |
| Sheri Cisco-Moore | EMPLOYEE | $30,524 | not reported in the loaded dataset |
| Luz Castillo | EMPLOYEE | $25,430 | not reported in the loaded dataset |
| Ucs Holdings Inc. | NONE | $22,467 | not reported in the loaded dataset |
| Security Counsel, LLC | NONE | $15,000 | not reported in the loaded dataset |
| Bond Brothers | NONE | $14,629 | not reported in the loaded dataset |
| Thompson Coburn Llp | NONE | $12,107 | not reported in the loaded dataset |
| First String Enterprises | NONE | $11,442 | not reported in the loaded dataset |
| Proven Business Systems | NONE | $10,330 | not reported in the loaded dataset |