Midwest Pension Plan — Form 5500 plan (Board Of Trustees - Midwest Pension Plan)
Plain-English plan 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, Midwest Pension Plan is a benefit plan reported by Board Of Trustees - Midwest Pension Plan under EIN 36-6512748 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,386 participants and $127,331,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Midwest Pension Plan
- EIN
- 36-6512748
- Plan number
- 001
- Plan type
- 1
- Location
- Hillside, IL
- Latest filing year
- 2023
- Participants
- 11,386
- End-of-year plan assets
- $127,331,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,386 | H, C | 20241012120709NAL0011735555003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,331,218
- Total liabilities (EOY)
- $500,897
- Net assets (EOY)
- $126,830,321
- Net assets (BOY)
- $131,615,082
Income & contributions
- Employer contributions
- $1,323,915
- Total contributions
- $1,323,915
- Total income / additions
- $5,892,402
Expenses & distributions
- Benefits paid
- $8,232,823
- Administrative expenses
- $2,444,340
- Total expenses
- $10,677,163
- Net increase / (decrease)
- -$4,784,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asb Capital Management | SEE ATTACHED (2) | $181,216 | not reported in the loaded dataset | 2023 |
| Adp | SEE ATTACHED (2) | $134,583 | not reported in the loaded dataset | 2023 |
| Grosvenor Capital Management, Lp | SEE ATTACHED (2) | $130,003 | $0 | 2023 |
| Loomis Sayles & Company Lp | NONE | $89,113 | $0 | 2023 |
| Basys, LLC | SEE ATTACHED (2) | $88,965 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | SEE ATTACHED (1) | $80,000 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | SEE ATTACHED (2) | $72,063 | not reported in the loaded dataset | 2023 |
| Brown Advisory, LLC | SEE ATTACHED - 2 | $69,642 | $0 | 2023 |
| Johnson & Krol,Attorney At Law,LLC | SEE ATTACHED (1) | $68,214 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | SEE ATTACHED (2) | $62,418 | not reported in the loaded dataset | 2023 |
| Dearborn Partners | NONE | $59,750 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | SEE ATTACHED (2) | $59,443 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $44,633 | $0 | 2023 |
| Nydia Ortiz | SEE ATTACHED (2) | $41,846 | not reported in the loaded dataset | 2023 |
| Ingrid Escobar | SEE ATTACHED (2) | $36,259 | not reported in the loaded dataset | 2023 |
| Glouston Capital Partners, LLC | NONE | $35,200 | $0 | 2023 |
| Corbin Capital Partners, L.P. | SEE ATTACHED (2) | $32,330 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors | SEE ATTACHED (2) | $28,800 | $0 | 2023 |
| Lsv Asset Management | NONE | $27,437 | not reported in the loaded dataset | 2023 |
| Milliman | SEE ATTACHED (1) | $27,437 | not reported in the loaded dataset | 2023 |
| Gabriela Ramirez | SEE ATTACHED (2) | $27,122 | not reported in the loaded dataset | 2023 |
| Everactive Solutions, Inc | SEE ATTACHED (2) | $19,780 | not reported in the loaded dataset | 2023 |
| National Investment Services Inc | NONE | $10,912 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | SEE ATTACHED (2) | $10,063 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Midwest Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Hillside, IL
- Asb Capital Management — Schedule C compensation
- Adp — Schedule C compensation
- Grosvenor Capital Management, Lp — Schedule C compensation
- Loomis Sayles & Company Lp — Schedule C compensation
- Basys, LLC — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Brown Advisory, LLC — Schedule C compensation
- Johnson & Krol,Attorney At Law,LLC — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Dearborn Partners — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Nydia Ortiz — Schedule C compensation
- Ingrid Escobar — Schedule C compensation
- Glouston Capital Partners, LLC — Schedule C compensation
- Corbin Capital Partners, L.P. — Schedule C compensation
- Hamilton Lane Advisors — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Milliman — Schedule C compensation
- Gabriela Ramirez — Schedule C compensation
- Everactive Solutions, Inc — Schedule C compensation
- National Investment Services Inc — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation