Original filing (PDF)20250912114603NAL0000762835001

BOARD OF TRUSTEES - MIDWEST PENSION PLAN

Name: BOARD OF TRUSTEES - MIDWEST PENSION PLAN — MIDWEST PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES - MIDWEST PENSION PLAN

Form 5500

FILING_RECEIVED

MIDWEST PENSION PLAN

Defined-benefit pension plan

Signals · 4

1 failed disclosure~127 bps in Sched C feesNo recordkeeper disclosed23 service providers

Active participants

2,093

Accounts w/ balance

—

Plan assets (EOY)

$123.1M

Net assets (EOY)

$122.3M

How this plan invests

This plan

9 pooled trusts

Schedule D

266 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
127 bps in Schedule C fees — 1170% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES - MIDWEST PENSION PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES - MIDWEST PENSION PLAN

EIN

36-6512748

Address

245 FENCL LANE · HILLSIDE, IL · 601622001

Phone

(312) 738-0822

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

LEGACY PROFESSIONALS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

23 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHEVY CHASE TRUST	52-2037618	—	NONE	$147K	—
AUTOMATIC DATA PROCESSING	13-3036745	—	NONE	$140K	—
CENTRAL STATES JOINT BOARD	36-2224162	—	AFFILIATED LABOR ORG	$120K	—
LOOMIS SAYLES & COMPANY, LP	04-3200030	—	NONE	$101K	—
BRIDGEWAY BENEFIT TECHNOLOGIES	52-1796473	—	NONE	$96K	—
INGRID ESCOBAR	36-6512748	—	EMPLOYEE	$86K	—
NYDIA ORTIZ	36-6512748	—	EMPLOYEE	$78K	—
MILLIMAN, INC.	91-0675641	—	NONE	$78K	—
INTERCONTINENTAL REAL ESTATE CORP	04-2895544	—	NONE	$72K	—
BOYD WATTERSON ASSET MANAGEMENT LLC	34-1922005	—	NONE	$70K	—
WEAVER AND TIDWELL, LLP	75-0786316	—	NONE	$70K	—
HARDMAN JOHNSTON GLBAL ADVISORS LL	13-3257590	—	NONE	$69K	—
GABRIELA RAMIREZ	36-6512748	—	EMPLOYEE	$66K	—
DEARBORN PARTNERS, LLC	36-4145621	—	NONE	$65K	—
JOHNSON & KROL, LLC	36-4342024	—	NONE	$59K	—
INVESTMENT PERFORMANCE SERVICES LLC	58-2432390	—	NONE	$56K	—
ARISTOTLE CREDIT PARTNERS	—	NEWPORT BEACH, CA	NONE	$52K	—
LSV ASSET MANAGEMENT	23-2772200	—	NONE	$39K	—
AMALGAMATED BANK OF CHICAGO	36-0721895	—	NONE	$35K	—
YIBEL MONARREZ	36-6512748	—	EMPLOYEE	$27K	—
EVERACTIVE SOLUTIONS, INC	27-0988892	—	NONE	$27K	—
NATIONAL INVESTMENT SERVICES	84-3937993	—	NONE	$8K	—
NORTHERN TRUST CORPORATION	36-2723087	—	NONE	$2K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
AUTOMATIC DATA PROCESSING	DID NOT RESPOND TO PLAN'S REQUESTS FOR CONFIRMATION OF INDIRECT COMPENSATION.

Investments

255 direct securities · 9 pooled funds· $80.9M(66% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$40.6M

6 holdings

103-12 Investment Entity

$26.0M

3 holdings

Uncategorized

$14.2M

255 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006	Common Collective Trust	—	—	$14.1M	11.5%
NORTHERN TRUST RUSSELL 1000 GROWTH NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 007	Common Collective Trust	—	—	$13.6M	11.0%
APC HIGH YIELD BOND FUND, LP APC HY BOND GP, LLC · EIN 99-1332165 / PN 001	103-12 Investment Entity	—	—	$11.8M	9.6%
HARDMAN JOHNSTON INTL EQUITY CAP HARDMAN JOHNSON GLOBAL ADVISORS · EIN 26-6493485 / PN 001	103-12 Investment Entity	—	—	$9.5M	7.7%
VICTORY TRIVALENT INTL SMALL-CAP GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 006	Common Collective Trust	—	—	$6.1M	4.9%
LSV INTERNATIONAL VALUE EQUITY LSV ASSET MANAGEMENT · EIN 20-0726879 / PN 001	103-12 Investment Entity	—	—	$4.8M	3.9%
MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001	Common Collective Trust	—	—	$3.2M	2.6%
NIS INTERMEDIATE FIXED INCOME FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 20-0065449 / PN 004	Common Collective Trust	—	—	$3.0M	2.4%
OPPORTUNISTIC INV ALLOCATION WELLINGTON TRUST COMPANY · EIN 04-2767481 / PN 076	Common Collective Trust	—	—	$587K	0.5%
Howmet Aerospace Inc	—	4,499.391	—	$492K	0.4%
Standard Chartered PLC	—	37,387.265	—	$463K	0.4%
T-Mobile US Inc	—	2,047	—	$452K	0.4%
Taiwan Semiconductor	—	2,232.99	$236K	$441K	0.4%
Boston Scientific Corp	—	4,915.919	—	$439K	0.4%
Mastercard Inc	—	829.046	—	$437K	0.4%
Amazon.com Inc	—	1,956.79	—	$429K	0.3%
NVIDIA Corp	—	3,092.774	—	$415K	0.3%
Vertiv Holdings Co	—	3,617.332	—	$411K	0.3%
Atlassian Corp	—	1,642.723	—	$400K	0.3%
Prosus NV	—	9,988.87	—	$397K	0.3%
Eli Lilly & Co	—	512.307	—	$396K	0.3%
Meta Platforms Inc	—	674.909	—	$395K	0.3%
Safran SA	—	1,797.529	$304K	$395K	0.3%
Corteva Inc	—	6,332.559	—	$361K	0.3%
Microsoft Corp	—	843.747	—	$356K	0.3%
Unitedhealth Group Inc	—	662.658	—	$335K	0.3%
Alphabet Inc Class A	—	1,677.471	—	$318K	0.3%
Mercadolibre Inc	—	169.729	$203K	$289K	0.2%
Elanco Animal Health Inc	—	20,583.599	—	$249K	0.2%
Vertex Pharmaceuticals Inc	—	551.064	—	$222K	0.2%
Technipfmc PLC	—	7,207.935	—	$209K	0.2%
ASML Holdings NV	—	290.233	—	$201K	0.2%
IQVIA Holdings Inc	—	951.109	—	$187K	0.2%
Grifols SA	—	18,474.232	$265K	$175K	0.1%
Universal Display Corp	—	938.858	—	$137K	0.1%
Bank of America Corp	—	2,926.831	—	$129K	0.1%
Novartis AG	—	1,272.42	—	$125K	0.1%
Lennar Corp	—	779.597	—	$106K	<0.1%
Novo Nordisk A/S	—	1,219.513	$125K	$106K	<0.1%
Roche Holding AG	—	362.938	—	$102K	<0.1%
GSK PLC	—	5,128.104	—	$86K	<0.1%
Shell PLC	—	2,608.878	—	$81K	<0.1%
Swiss Re AG	—	477.718	—	$69K	<0.1%
Uber Technologies Inc	—	1,129.303	—	$68K	<0.1%
TotalEnergies SE	—	1,090.555	—	$60K	<0.1%
Coty Inc	—	8,626.802	—	$60K	<0.1%
Koninklijke Ahold Delhaize NV	—	1,782.797	—	$58K	<0.1%
Tesco PLC	—	11,932.063	—	$55K	<0.1%
Sanofi	—	550.656	—	$53K	<0.1%
Imperial Brands PLC	—	1,618.222	—	$52K	<0.1%
Bayerische Motoren Werke AG	—	609.635	—	$50K	<0.1%
Rio Tinto Ltd	—	660.736	—	$48K	<0.1%
Swedbank AB	—	2,408.441	—	$48K	<0.1%
Mercedes-Benz Group AG	—	849.134	—	$47K	<0.1%
Danske Bank A/S	—	1,646.398	—	$47K	<0.1%
Cie Generale des Etablissements Michelin SCA	—	1,260.894	—	$42K	<0.1%
Marubeni Corp	—	2,673.556	—	$41K	<0.1%
Banco Santander SA	—	8,728.279	—	$40K	<0.1%
Deutsche Post AG	—	1,143.065	—	$40K	<0.1%
Nippon Telegraph & Telephone Corp	—	38,748.308	—	$39K	<0.1%
Repsol SA	—	3,205.065	—	$39K	<0.1%
AXA SA	—	1,057.255	—	$38K	<0.1%
Volvo AB	—	1,540.737	—	$37K	<0.1%
Holcim AG	—	384.864	—	$37K	<0.1%
3i Group PLC	—	812.633	—	$36K	<0.1%
Daimler Truck Holding AG	—	947.752	—	$36K	<0.1%
Erste Group Bank AG	—	584.66	—	$36K	<0.1%
Engie SA	—	2,256.673	—	$36K	<0.1%
Orange SA	—	3,418.95	—	$34K	<0.1%
Deutsche Bank AG	—	1,958.26	—	$34K	<0.1%
WH Group Ltd	—	43,408.633	—	$34K	<0.1%
DBS Group Holdings Ltd	—	1,039.709	—	$33K	<0.1%
Teva Pharmaceutical Industries Ltd	—	1,498.472	—	$33K	<0.1%
Coca-Cola HBC AG	—	964.401	—	$33K	<0.1%
Mizuho Financial Group Inc	—	1,331.335	—	$33K	<0.1%
British American Tobacco PLC	—	908.048	—	$33K	<0.1%
HSBC Holdings PLC	—	3,260.137	—	$32K	<0.1%
UBS Group AG	—	1,039.197	—	$32K	<0.1%
Talanx AG	—	367.574	—	$31K	<0.1%
BP PLC	—	6,162.306	—	$30K	<0.1%
ABN AMRO Bank NV	—	1,934.566	—	$30K	<0.1%
Leonardo SpA	—	1,101.441	—	$30K	<0.1%
A2A SpA	—	13,294.136	—	$30K	<0.1%
Buzzi Unicem SpA	—	799.185	—	$29K	<0.1%
Komatsu Ltd	—	1,059.817	—	$29K	<0.1%
Carrefour SA	—	2,037.666	—	$29K	<0.1%
QBE Insurance Group Ltd	—	2,436.618	—	$29K	<0.1%
Heidelberg Materials AG	—	233.096	—	$29K	<0.1%
NN Group NV	—	658.303	—	$29K	<0.1%
Allianz SE	—	92.214	—	$28K	<0.1%
Barclays PLC	—	8,346.617	—	$28K	<0.1%
Bendigo & Adelaide Bank Ltd	—	3,454.17	—	$28K	<0.1%
Logista Integral SA	—	918.935	—	$28K	<0.1%
Securitas AB	—	2,189.703	—	$27K	<0.1%
Gunma Bank Ltd	—	3,996.566	—	$27K	<0.1%
Qantas Airways Ltd	—	4,828.41	—	$27K	<0.1%
Nokia OYJ	—	5,968.913	—	$26K	<0.1%
Mediobanca Banca di Credito Finanziario SpA	—	1,796.886	—	$26K	<0.1%
Nishi-Nippon Financial Holdings Inc	—	2,006.287	—	$26K	<0.1%
ORIX Corp	—	1,180.207	—	$26K	<0.1%
Bank Hapoalim BM	—	2,099.142	—	$25K	<0.1%
BNP Paribas SA	—	410.479	—	$25K	<0.1%
Banco Bilbao Vizcaya Argentaria SA	—	2,519.866	—	$25K	<0.1%
Nippon Television Holdings Inc	—	1,410.741	—	$25K	<0.1%
Rexel SA	—	955.436	—	$24K	<0.1%
Mitsubishi HC Capital Inc	—	3,612.342	—	$24K	<0.1%
Honda Motor Co Ltd	—	2,441.741	—	$24K	<0.1%
International Consolidated Airlines Group SA	—	6,304.469	—	$24K	<0.1%
Kingfisher PLC	—	7,603.785	—	$24K	<0.1%
BlueScope Steel Ltd	—	1,996.682	—	$23K	<0.1%
Investec PLC	—	3,383.089	—	$23K	<0.1%
SKY Perfect JSAT Holdings Inc	—	3,965.828	—	$23K	<0.1%
Sojitz Corp	—	1,105.283	—	$23K	<0.1%
Lloyds Banking Group PLC	—	33,059.878	—	$23K	<0.1%
ING Groep NV	—	1,446.602	—	$23K	<0.1%
Super Retail Group Ltd	—	2,392.432	—	$22K	<0.1%
NHK Spring Co Ltd	—	1,762.946	—	$22K	<0.1%
Associated British Foods PLC	—	856.819	—	$22K	<0.1%
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen	—	43.289	—	$22K	<0.1%
Isuzu Motors Ltd	—	1,575.317	—	$22K	<0.1%
Credit Agricole SA	—	1,571.474	—	$22K	<0.1%
Nordea Bank Abp	—	1,983.234	—	$22K	<0.1%
Shionogi & Co Ltd	—	1,527.929	—	$22K	<0.1%
Julius Baer Group Ltd	—	331.073	—	$21K	<0.1%
SKF AB	—	1,139.223	—	$21K	<0.1%
Konecranes OYJ	—	334.915	—	$21K	<0.1%
Ipsen SA	—	184.427	—	$21K	<0.1%
Bekaert SA	—	609.635	—	$21K	<0.1%
Sumitomo Mitsui Financial Group Inc	—	864.503	—	$21K	<0.1%
ASR Nederland NV	—	436.734	—	$21K	<0.1%
United Overseas Bank Ltd	—	772.93	—	$21K	<0.1%
Fuyo General Lease Co Ltd	—	274.079	—	$20K	<0.1%
DNB Bank ASA	—	1,009.868	—	$20K	<0.1%
Societe Generale SA	—	715.937	—	$20K	<0.1%
Yokohama Rubber Co Ltd	—	927.26	—	$20K	<0.1%
Canon Inc	—	607.073	—	$20K	<0.1%
Renesas Electronics Corp	—	1,530.491	—	$20K	<0.1%
Subaru Corp	—	1,108.485	—	$20K	<0.1%
J Sainsbury PLC	—	5,780.644	—	$20K	<0.1%
CK Hutchison Holdings Ltd	—	3,701.354	—	$20K	<0.1%
Yamaha Motor Co Ltd	—	2,176.627	—	$19K	<0.1%
Telefonaktiebolaget LM Ericsson	—	2,389.23	—	$19K	<0.1%
Mitsubishi Gas Chemical Co Inc	—	1,069.422	—	$19K	<0.1%
Santen Pharmaceutical Co Ltd	—	1,864.125	—	$19K	<0.1%
Sumitomo Corp	—	859.38	—	$19K	<0.1%
Eni SpA	—	1,357.59	—	$18K	<0.1%
Bouygues SA	—	621.802	—	$18K	<0.1%
Kingboard Holdings Ltd	—	7,425.121	—	$18K	<0.1%
Equinor ASA	—	763.965	—	$18K	<0.1%
Tokai Rika Co Ltd	—	1,226.314	—	$18K	<0.1%
Orkla ASA	—	2,050.473	—	$18K	<0.1%
MCJ Co Ltd	—	1,917.916	—	$18K	<0.1%
Kamigumi Co Ltd	—	785.097	—	$17K	<0.1%
Brother Industries Ltd	—	990.016	—	$17K	<0.1%
Nippon Shinyaku Co Ltd	—	668.549	—	$17K	<0.1%
Daiwa House Industry Co Ltd	—	543.036	—	$17K	<0.1%
Mitsui Chemicals Inc	—	754.999	—	$17K	<0.1%
Fresenius SE & Co KGaA	—	478.999	—	$17K	<0.1%
Hosiden Corp	—	1,130.258	—	$17K	<0.1%
Mizrahi Tefahot Bank Ltd	—	379.741	—	$16K	<0.1%
Yue Yuen Industrial Holdings Ltd	—	7,282.318	—	$16K	<0.1%
Takeuchi Manufacturing Co Ltd	—	512.298	—	$16K	<0.1%
Sydbank A/S	—	307.379	—	$16K	<0.1%
Signify NV	—	722.981	—	$16K	<0.1%
AGL Energy Ltd	—	2,298.938	—	$16K	<0.1%
STMicroelectronics NV	—	636.53	—	$16K	<0.1%
IDOM Inc	—	2,212.487	—	$16K	<0.1%
Volkswagen AG	—	167.137	—	$16K	<0.1%
United Laboratories International Holdings Ltd	—	9,989.813	—	$16K	<0.1%
Eurazeo SE	—	212.604	—	$16K	<0.1%
Verallia SA	—	624.363	—	$16K	<0.1%
Indra Sistemas SA	—	878.937	—	$16K	<0.1%
New Hope Corp Ltd	—	5,046.777	—	$15K	<0.1%
Nippon Yusen KK	—	461.068	—	$15K	<0.1%
Macnica Holdings Inc	—	1,314.045	—	$15K	<0.1%
Serco Group PLC	—	8,090.468	—	$15K	<0.1%
Iyogin Holdings Inc	—	1,567.632	—	$15K	<0.1%
BAE Systems PLC	—	1,063.659	—	$15K	<0.1%
Jardine Cycle & Carriage Ltd	—	733.227	—	$15K	<0.1%
OMV AG	—	392.548	—	$15K	<0.1%
Mowi ASA	—	877.951	—	$15K	<0.1%
Citizen Watch Co Ltd	—	2,492.971	—	$15K	<0.1%
Loomis AB	—	482.841	—	$15K	<0.1%
Marks & Spencer Group PLC	—	3,123.097	—	$15K	<0.1%
Swatch Group AG/The	—	78.766	—	$14K	<0.1%
Sankyo Co Ltd	—	1,058.536	—	$14K	<0.1%
Pirelli & C SpA	—	2,510.261	—	$14K	<0.1%
Iveco Group NV	—	1,465.173	—	$14K	<0.1%
Sankyu Inc	—	401.514	—	$14K	<0.1%
BIPROGY Inc	—	456.586	—	$14K	<0.1%
Amada Co Ltd	—	1,398.574	—	$14K	<0.1%
Sumitomo Heavy Industries Ltd	—	652.54	—	$13K	<0.1%
NIPPON EXPRESS HOLDINGS INC	—	883.714	—	$13K	<0.1%
JB Hi-Fi Ltd	—	233.864	—	$13K	<0.1%
Bank of Queensland Ltd	—	3,231.692	—	$13K	<0.1%
Kohnan Shoji Co Ltd	—	574.414	—	$13K	<0.1%
Bayer AG	—	657.663	—	$13K	<0.1%
Valmet OYJ	—	537.913	—	$13K	<0.1%
Mitsui & Co Ltd	—	612.196	—	$13K	<0.1%
Aviva PLC	—	2,167.661	—	$13K	<0.1%

Showing top 200 of 264 investments by value.