2023 Form 5500 filing — Midwest Operating Engineers Retirement Enhancement
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 20250113155929NAL0018466673001) for Midwest Operating Engineers Retirement Enhancement, reported by Trustees Of Midwest Operating Engineers Retirement Enhancement Fund under EIN 51-0669630 and plan number 001. It reports 16,067 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113155929NAL0018466673001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Midwest Operating Engineers Retirement Enhancement Fund
- EIN
- 51-0669630
- Plan number
- 001
- Location
- Countryside, IL
- Participants
- 16,067
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $637,368,507
- Total liabilities (EOY)
- $300,190
- Net assets (EOY)
- $637,068,317
- Employer contributions
- $70,104,409
- Total income / additions
- $168,511,330
- Benefits paid
- $17,544,259
- Administrative expenses
- $469,860
- Total expenses
- $18,014,119
- Net increase / (decrease)
- $150,497,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Professionals Llp | NONE | $38,268 | not reported in the loaded dataset |
| Institute For Workers Welfare | NONE | $25,460 | not reported in the loaded dataset |
| Fidelity Investments | NONE | $24,644 | $0 |
| M.O.E. It Service Corp. | RELATED ORGANIZATION | $17,090 | not reported in the loaded dataset |
| Marquette Associates Inc. | NONE | $15,000 | not reported in the loaded dataset |
| Mcgann, Ketterman & Rioux | NONE | $9,319 | not reported in the loaded dataset |
| Bond Brothers | NONE | $5,444 | not reported in the loaded dataset |
| Segal | NONE | $5,146 | not reported in the loaded dataset |