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Original filing (PDF)20260126124424NAL0001915984002
TRUSTEES OF MIDWEST OPERATING ENGINEERS RETIREMENT ENHANCEMENT FUND
Form 5500
FILING_RECEIVED
MIDWEST OPERATING ENGINEERS RETIREMENT ENHANCEMENT
Defined-contribution retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed7 service providers
Active participants
16,681
Accounts w/ balance
16,681
Plan assets (EOY)
$758.4M
Net assets (EOY)
$758.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NTGI COLLECTIVE SHORT-TERM INV FUND (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF MIDWEST OPERATING ENGINEERS RETIREMENT ENHANCEMENT FUND.
Plan sponsor
Name
TRUSTEES OF MIDWEST OPERATING ENGINEERS RETIREMENT ENHANCEMENT FUND
EIN
51-0669630
Address
6150 JOLIET ROAD · COUNTRYSIDE, IL · 605253956
Phone
(708) 482-7300
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-01-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $46K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | NONE | $31K | — |
| INSTITUTE FOR WORKERS WELFARE | — | COUNTRYSIDE, IL | NONE | $27K | — |
| M.O.E. IT SERVICE CORP. | 84-1717287 | — | RELATED ORGANIZATION | $15K | — |
| MARQUETTE ASSOCIATES INC. | 36-3485298 | — | NONE | $15K | — |
| BOND BROTHERS | — | LYONS, IL | NONE | $11K | — |
| MCGANN, KETTERMAN & RIOUX | — | CHICAGO, IL | NONE | $6K | — |
Investments
1 pooled fund· $9.5M(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NTGI COLLECTIVE SHORT-TERM INV FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $9.5M | 1.3% |