Kerri Wade signed Midwest Energy Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midwest Energy Cooperative's EIN is 38-3386126.
Download the official 2024 Form 5500 (PDF) for Midwest Energy Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwest Energy Cooperative's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS INS AGENCY LLC | 54-0910269 | — | OTHER SERVICES | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Target 2030 Collective Trust | Common Collective Trusts | — | — | $3.8M | 13.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.8M | 13.8% | |
| Principal Trust Target 2045 Collective Trust | Common Collective Trusts | — | — | $3.2M | 11.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.2M | 11.7% | |
| Principal Trust Target 2040 Collective Trust | Common Collective Trusts | — | — | $2.7M | 9.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.7M | 9.9% | |
| Principal Trust Target 2050 Collective Trust | Common Collective Trusts | — | — | $2.7M | 9.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.7M | 9.8% | |
| Principal Trust Target 2055 Collective Trust | Common Collective Trusts | — | — | $1.9M | 7.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.9M | 7.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.9M | 7.0% | |
| Principal Trust Target 2070 Collective Trust ** 413 * Principal Large Cap Index Pooled Separate Account | Pooled Separate Accounts | — | — | $1.9M | 7.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.7M | 6.2% | |
| Principal Trust Target 2035 Collective Trust | Common Collective Trusts | — | — | $1.7M | 6.2% | |
| Principal Trust Target 2025 Collective Trust | Common Collective Trusts | — | — | $1.6M | 5.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.6M | 5.8% | |
| Principal Large Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $1.4M | 5.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.4M | 5.2% | |
| maturing through October 2050 0 | Other securities | — | — | $788K | 2.9% | |
| Principal Mid Cap Index Pooled Separate Account | Pooled Separate Accounts | — | — | $695K | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $695K | 2.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $695K | 2.5% | |
| Principal Trust Target 2060 Collective Trust | Common Collective Trusts | — | — | $639K | 2.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $639K | 2.3% | |
| American Funds EuroPacific Grth R3 Fd Registered Investment Company | Mutual Funds | — | — | $525K | 1.9% | |
| Vanguard Value Index Adm Fund Registered Investment Company | Mutual Funds | — | — | $481K | 1.8% | |
| American Funds WshMut Inv R6 Fd Registered Investment Company | Mutual Funds | — | — | $366K | 1.3% | |
| Principal Trust Target 2020 Collective Trust | Common Collective Trusts | — | — | $360K | 1.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $360K | 1.3% | |
| Principal Small Cap Index Pooled Separate Account | Pooled Separate Accounts | — | — | $348K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $348K | 1.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $244K | 0.9% | |
| Principal Trust Target 2015 Collective Trust | Common Collective Trusts | — | — | $233K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $233K | 0.9% | |
| American Funds Amer Bal R6 Fd Registered Investment Company | Mutual Funds | — | — | $193K | 0.7% | |
| Principal Diversified International Pooled Separate Account | Pooled Separate Accounts | — | — | $140K | 0.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $140K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $140K | 0.5% | |
| Vanguard Hi-Yld Corp Adm Fd Registered Investment Company | Mutual Funds | — | — | $136K | 0.5% | |
| Principal Trust Target 2065 Collective Trust | Common Collective Trusts | — | — | $113K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $113K | 0.4% | |
| (E) | Other securities | — | — | $76K | 0.3% | |
| Western Asset CR PLS BD IS Fd Registered Investment Company | Common Stocks | — | — | $76K | 0.3% | |
| Principal Mid Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $71K | 0.3% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $71K | 0.3% | |
| (E) | Other securities | — | — | $71K | 0.3% | |
| Vanguard Sm Cap Val Idx Adm Fd Registered Investment Company | Common Collective Trusts | — | — | $71K | 0.3% | |
| Vanguard Mid Cap Val Inx Adm Fd Registered Investment Company | Mutual Funds | — | — | $68K | 0.2% | |
| American Funds Cap Inc Builder R6 Fd Registered Investment Company | Mutual Funds | — | — | $29K | 0.1% | |
| Principal Trust Target Collective Trust | Common Collective Trusts | — | — | $5K | <0.1% |
