Midwest Operating Engineers Retirement Enhancement — Form 5500 plan (Trustees Of Midwest Operating Engineers Retirement Enhancement Fund)
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 Operating Engineers Retirement Enhancement is a benefit plan reported by Trustees Of Midwest Operating Engineers Retirement Enhancement Fund under EIN 51-0669630 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,067 participants and $637,368,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Midwest Operating Engineers Retirement Enhancement Fund
- EIN
- 51-0669630
- Plan number
- 001
- Plan type
- 1
- Location
- Countryside, IL
- Latest filing year
- 2023
- Participants
- 16,067
- End-of-year plan assets
- $637,368,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,067 | H, C | 20250113155929NAL0018466673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $637,368,507
- Total liabilities (EOY)
- $300,190
- Net assets (EOY)
- $637,068,317
- Net assets (BOY)
- $486,571,106
Income & contributions
- Employer contributions
- $70,104,409
- Total contributions
- $70,920,790
- Total income / additions
- $168,511,330
Expenses & distributions
- Benefits paid
- $17,544,259
- Administrative expenses
- $469,860
- Total expenses
- $18,014,119
- Net increase / (decrease)
- $150,497,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legacy Professionals Llp | NONE | $38,268 | not reported in the loaded dataset | 2023 |
| Institute For Workers Welfare | NONE | $25,460 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $24,644 | $0 | 2023 |
| M.O.E. It Service Corp. | RELATED ORGANIZATION | $17,090 | not reported in the loaded dataset | 2023 |
| Marquette Associates Inc. | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Mcgann, Ketterman & Rioux | NONE | $9,319 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $5,444 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $5,146 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Midwest Operating Engineers Retirement Enhancement Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Countryside, IL
- Legacy Professionals Llp — Schedule C compensation
- Institute For Workers Welfare — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- M.O.E. It Service Corp. — Schedule C compensation
- Marquette Associates Inc. — Schedule C compensation
- Mcgann, Ketterman & Rioux — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Segal — Schedule C compensation