Midwest Express Retirement Pension Plan — Form 5500 plan (Midwest Express Inc.)

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 Express Retirement Pension Plan is a benefit plan reported by Midwest Express Inc. under EIN 51-0298133 and plan number 002. The latest loaded filing year is 2023. The filing reports 590 participants and $43,885,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwest Express Inc.
EIN
51-0298133
Plan number
002
Plan type
2
Location
East Liberty, OH
Latest filing year
2023
Participants
590
End-of-year plan assets
$43,885,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023590H, C20250115195803NAL0022201969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,885,486
Net assets (EOY)
$43,885,486
Net assets (BOY)
$43,132,838

Income & contributions

Total income / additions
$1,783,076

Expenses & distributions

Benefits paid
$781,957
Administrative expenses
$248,471
Total expenses
$1,030,428
Net increase / (decrease)
$752,648

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$99,308not reported in the loaded dataset2023
Hbk Cpas & ConsultantsNONE$11,750not reported in the loaded dataset2023

Related Form 5500 pages