How big is Midwest Energy Efficiency Alliance's plan?

Midwest Energy Efficiency Alliance's plan reported $2.6M in assets and 27 participants for 2023.

Original filing (PDF)20250414151120NAL0001859297001

Midwest Energy Efficiency Alliance

Name: Midwest Energy Efficiency Alliance — Midwest Energy, Form 5500 (2023)
Creator: Midwest Energy Efficiency Alliance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Midwest Energy Efficiency Alliance 403(b) Plan

403(b) retirement plan · Midwest Energy Efficiency Alliance's Midwest Energy Efficiency Alliance 403(b) Plan held $2.6M in plan assets for 27 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

William Angelos signed Midwest Energy Efficiency Alliance's 2023 Form 5500 as plan administrator.

William Angelos — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Midwest Energy Efficiency Alliance's EIN is 36-4352022.

EIN 36-4352022

Plan number 001

Plan year 2023

ACK ID 20250414151120NAL0001859297001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Midwest Energy Efficiency Alliance from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Midwest Energy Efficiency Alliance's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDWEST ENERGY EFFICIENCY ALLIANCE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

MIDWEST ENERGY EFFICIENCY ALLIANCE

EIN

all filings

Address

20 N WACKER DRIVE SUITE 1301 · CHICAGO, IL · 60606

Phone

(312) 587-8390

Industry

Other Services (ex. Public Admin)

Plan administrator