MIDWEST INSTITUTIONAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
74
Active participants
149,812
Total plan assets
$21.7B
Filings (rows)
74
Direct comp
$3.6M
Indirect comp
$0
Aggregating 3 name variants under "MIDWEST INSTITUTIONAL"
SERVICES PROVIDED
Other68
Trustee5
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| ONEAMERICA STABLE VALUE FUND | 25 |
| ONEAMERICA STABLE VALUE FUND CL Z | 14 |
| ONEAMERICA STABLE VALUE FUND Z | 14 |
| ONEAMERICA STABLE VALUE Z | 10 |
| ONEAMERICA STABLE VALUE FUND I | 5 |
| ONEAMERICA STABLE VALUE I | 2 |
| ONEAMERIC STABLE VALUE FUND CLASS Z | 1 |
| ONEAMERICA STABLE VALUE Z FUND | 1 |
| ONEAMERICA VALUE FUND CLASS Z | 1 |
| ONEAMERICA STABLE VALUE FD CLASS Z | 1 |
| ONEAMERICA STABLE VALUE CLASS Z | 1 |
| ONE AMERICA STABLE VALUE FUND Z | 1 |
| ONEAMERIC STABLE VALUE FUND CLASS I | 1 |
| ONEAMERICA STABLE VALUE CLASS I | 1 |
| ONEAMERICA STABLE VALUE FUND CLASS | 1 |
Top plans served
All 74 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUND LOCAL 705 INT'L BROTHERHOOD OF TEAMSTERS PENSION TR. FD. | CHICAGO, IL | Other NONE | 5,166 | $1.9B | $492K |
| HARLEY-DAVIDSON MOTOR COMPANY, INC HARLEY-DAVIDSON RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 1,160 | $1.9B | $406K |
| KOHLER CO. & SUBSIDIARIES KOHLER CO. PENSION PLAN | KOHLER, WI | Other NONE | 7,552 | $1.7B | $230K |
| TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION TRUST PIPE TRADES SERVICES MN PENSION FUND | WHITE BEAR LAKE, MN | Other NONE KNOWN | 4,758 | $1.6B | $126K |
| TRUSTEES OF THE ROCKY MOUNTAIN UFCW PENSION PLAN C/O ZENITH AMERICAN S ROCKY MOUNTAIN UFCW UNIONS AND EMPLOYERS RETAIL AND MEAT PENSION PLAN | ARVADA, CO | Other NONE | 38,650 | $1.3B | $63K |
| BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FD CHICAGO PAINTERS AND DECORATORS PENSION FUND | DARIEN, IL | Other NONE | 2,138 | $1.2B | $103K |
| TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401K ELECTRICAL WORKERS LOCAL NO. 292 DEFINED CONTRIBUTION AND 401K PLAN | BROOKLYN PARK, MN | Other NONE | 5,698 | $1.2B | $87K |
| BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN MEBA PENSION TRUST-DEFINED BENEFIT PLAN | BALTIMORE, MD | Other | 2,436 | $927.6M | $22K |
| BD OF TRUSTEES PDC PENSION FUND PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 PENSION FUND | ROSLINDALE, MA | Other NONE | 2,342 | $761.1M | $76K |
| ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN BOARD OF TRUSTEES ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN | WAUWATOSA, WI | Other NONE | 2,376 | $651.5M | $22K |
| ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN BOARD OF TRUSTEES ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN | WAUWATOSA, WI | Other NONE | 2,233 | $597.9M | $11K |
| I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUST I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN A | LAS VEGAS, NV | Other NONE | 2,514 | $551.7M | $21K |
| I.B.E.W. BOARD OF TRUSTEES FOR LOCAL NO 357 PENSION TRUST I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN B | LAS VEGAS, NV | Other NONE | 4,504 | $544.8M | $29K |
| BOARD OF TRUSTEES OF ADMINISTRATIVE DISTRICT COUNCIL 1 PENSION FUND ADMINISTRATIVE DISTRICT COUNCIL 1 PENSION FUND | ELMHURST, IL | Other NONE | 1,263 | $543.6M | $21K |
| BOARD OF TRUSTEES CEMENT MASONS' PENSION FUND PENSION FUND OF CEMENT MASONS UNION LOCAL NO. 502 | BELLWOOD, IL | Other NONE | 1,218 | $540.9M | $109K |
| BOARD OF TRUSTEES OF ROOFERS PENSION FUND ROOFERS PENSION FUND | OAK BROOK, IL | Other NONE | 2,046 | $529.5M | $53K |
| PAINTERS ANNUITY COUNCIL NO. 35 ANNUITY FUND PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO.35 ANNUITY FUND | ROSLINDALE, MA | Other NONE | 3,027 | $491.4M | $47K |
| JOINT GOV. COMM. PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 525 PENSION AND RETIREMENT PLAN OF PLUMBERS AND PIPEFITTERS UNION LOCAL 525 | LAS VEGAS, NV | Other NONE | 1,532 | $413.2M | $39K |
| TUCKPOINTER LOCAL 52 PENSION PLAN TUCKPOINTER LOCAL 52 PENSION PLAN | ELMHURST, IL | Other NONE | 1,062 | $383.5M | $31K |
| JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLAN MO-KAN IRON WORKERS PENSION FUND | KANSAS CITY, MO | Other NONE | 1,008 | $265.9M | $32K |
| NEVADA RESORT ASSOCIATION IATSE LOCAL 720 RETIREMENT PLAN, BOARD OF TR NEVADA RESORT ASSOCIATION IATSE LOCAL 720 RETIREMENT PLAN | LAS VEGAS, NV | Other NONE | 4,464 | $241.5M | $53K |
| KANSAS CONSTRUCTION TRADES OPEN END PENSION TRUST FUND KANSAS CONSTRUCTION TRADES OPEN END PENSION TRUST FUND | TOPEKA, KS | Other N/A | 768 | $202.6M | $27K |
| STRAND ASSOCIATES, INC. STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST | MADISON, WI | Other NONE | 480 | $190.4M | $178K |
| BOARD OF TRUSTEES OF THE PLUMBERS' WELFARE FUND, LOCAL 130, U.A. PLUMBERS' WELFARE FUND, LOCAL 130, U.A. | CHICAGO, IL | Other NONE | 3,685 | $176.0M | $5K |
| BOARD OF TRUSTEES - CHICAGO TILE INSTITUTE PENSION FUND CHICAGO TILE INSTITUTE PENSION FUND | ELMHURST, IL | Other NONE | 622 | $173.3M | $45K |
| TRUSTEES CHICAGO PAINTERS AND DECORATORS RETIREE WELFARE FUND CHICAGO PAINTERS AND DECORATORS RETIREE WELFARE FU | DARIEN, IL | Other NONE | 988 | $173.1M | $14K |
| BD OF TRUSTEES-HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 PEN HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 PENSION FUND | QUINCY, MA | Other NONE | 597 | $166.3M | $62K |
| GREEN MOUNTAIN POWER CORPORATION EMPLOYEES' RETIREMENT PLAN OF GREEN MOUNTAIN POWER CORPORATION | COCHESTER, VT | Other NONE | 203 | $149.4M | $72K |
| BOARD OF TRUSTEES OF ADMINISTRATIVE DISTRICT COUNCIL NO. 1 WELFARE FUN ADMINISTRATIVE DISTRICT COUNCIL 1 WELFARE FUND | ELMHURST, IL | Other NONE | 1,360 | $149.2M | $9K |
| TRUSTEES OF NORTHERN MN-WI AREA RETAIL CLERKS PENSION FUND NORTHERN MN-WI AREA RETAIL CLERKS PENSION FUND | DULUTH, MN | Other NONE | 1,510 | $135.6M | $35K |
| TRUSTEES OF ROOFERS UNIONS WELFARE TRUST FUND ROOFERS UNIONS WELFARE TRUST FUND | OAK BROOK, IL | Other NONE | 2,181 | $112.5M | $21K |
| PAINTERS DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND PAINTERS AND ALLIED TRADES DC 35 HEALTH BENEFITS FUND | ROSLINDALE, MA | Other | 2,114 | $110.3M | $23K |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO FEDERATION EMPLOYEES' RETIREMENT INCOME PLAN | CHICAGO, IL | Other NONE | 275 | $105.6M | $30K |
| RODEY DICKASON SLOAN AKIN & ROBB PA RODEY DICKASON SLOAN AKIN & ROBB PA EMPLOYEES' TAX-DEFERRED RETIREMENT PLAN AND TRUST | ALBUQUERQUE, NM | Other N/A | 114 | $103.6M | $37K |
| BOARD OF TRUSTEES-ARCHITECTURAL IRONWORKERS LOCAL 63 WELFARE FUND ARCHITECTURAL IRONWORKERS LOCAL 63 WELFARE FUND | OAK BROOK, IL | Other NONE | 1,158 | $98.6M | $41K |
| BOARD OF TRUSTEES OF MEBA MEDICAL AND BENEFITS PLAN MEBA MEDICAL AND BENEFITS PLAN | BALTIMORE, MD | Other | 1,874 | $97.9M | $11K |
| BOARD OF TRUSTEES-ARCHITECTURAL IRONWORKERS LOCAL 63 WELFARE FUND ARCHITECTURAL IRONWORKERS LOCAL 63 WELFARE FUND | OAK BROOK, IL | Other NONE | 1,052 | $94.4M | $51K |
| BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND WISCONSIN HEALTH FUND | MILWAUKEE, WI | Other NONE | 1,470 | $93.6M | $10K |
| DEBEVOISE & PLIMPTON LLP PENSION PLAN OF DEBEVOISE & PLIMPTON LLP | NEW YORK, NY | Other NONE | 282 | $92.4M | $44K |
| BD OF TRUSTEES CM INSTITUTE LOC 502 WELFARE TRUST FD CEMENT MASONS INSTITUTE LOCAL 502 WELFARE TRUST FUND | BELLWOOD, IL | Other NONE | 1,182 | $87.2M | $9K |
| THE MANITOWOC COMPANY, INC. THE MANITOWOC COMPANY, INC. PENSION PLAN | MILWAUKEE, WI | Other NONE | 242 | $85.0M | $47K |
| TRUSTEES CHICAGO PAINTERS AND DECORATORS WELFARE FUND CHICAGO PAINTERS AND DECORATORS WELFARE FUND | DARIEN, IL | Other NONE | 2,427 | $83.4M | $5K |
| CHICAGO AREA JT WELFARE COMM. FOR THE POINTING CLEANING CAULKING IND CHICAGO AREA JOINT WELFARE COMMITTEE FOR THE POINTING CLEANING & CAULKING INDUSTRY | ELMHURST, IL | Other NONE | 1,033 | $64.6M | $7K |
| TRUSTEES OF NECA IBEW # 176 HEALTH AND WELFARE FUND NECA IBEW # 176 HEALTH AND WELFARE FUND | JOLIET, IL | Other NONE | 969 | $62.5M | $5K |
| PLUMBERS AND PIPEFITTERS UNION, LOCAL NO. 525 HEALTH AND WELFARE PLAN PLUMBERS AND PIPEFITTERS UNION, LOCAL NO. 525 HEALTH AND WELFARE PLAN | LAS VEGAS, NV | Other NONE | 1,472 | $62.1M | $6K |
| BOARD OF TRUSTEES OF MEBA VACATION PLAN - ATLANTIC, GULF AND PACIFIC C MEBA VACATION PLAN-ATLANTIC, GULF AND PACIFIC COASTS | BALTIMORE, MD | Other | 1,782 | $61.9M | $6K |
| ELECTRICAL WORKERS HEALTH AND WELFARE PLAN BOARD OF TRUSTEES ELECTRICAL WORKERS HEALTH AND WELFARE PLAN | LAS VEGAS, NV | Other NONE | 3,659 | $58.2M | $25K |
| TRUSTEES OF NECA IBEW # 176 HEALTH AND WELFARE FUND NECA IBEW # 176 HEALTH AND WELFARE FUND | JOLIET, IL | Other NONE | 982 | $57.7M | $5K |
| BOARD OF TRUSTEES - CHICAGO TILE INSTITUTE WELFARE FUND CHICAGO TILE INSTITUTE WELFARE FUND | ELMHURST, IL | Other NONE | 597 | $52.1M | $19K |
| TWIN DISC, INCORPORATED TWIN DISC, INC COMBINED RETIREMENT PLAN FOR RACINE HOURLY AND SALARIED EMPLOYEES | MILWAUKEE, WI | Other NONE | 37 | $51.5M | $15K |
| WISCONSIN ALUMNI RESEARCH FOUNDATION WISCONSIN ALUMNI RESEARCH FOUNDATION PENSION PLAN | MADISON, WI | Other NONE | 61 | $48.5M | $34K |
| WISCONSIN ALUMNI RESEARCH FOUNDATION WISCONSIN ALUMNI RESEARCH FOUNDATION PENSION PLAN | MADISON, WI | Other NONE | 62 | $42.2M | $30K |
| BOARD OF TRUSTEES OF MILWAUKEE PAINTERS LOCAL UNION NO. 781 HEALTH FUN MILWAUKEE PAINTERS LOCAL UNION NO. 781 HEALTH FUND | MILWAUKEE, WI | Other NONE | 639 | $34.5M | $21K |
| KANSAS BUILDING TRADES OPEN END HEALTH AND WELFARE TRUST FUND KANSAS BUILDING TRADES OPEN END HEALTH AND WELFARE TRUST FUND | TOPEKA, KS | Other | 765 | $31.9M | $6K |
| BOARD OF TRUSTEES-HEAT & FROST INSULATOR AND ALLIED WORKERS LOCAL 6 H HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 H & W FUND | QUINCY, MA | Other NONE | 633 | $26.8M | $9K |
| CARDONE INDUSTRIES, INC. CARDONE INDUSTRIES, INC. UNION EMPLOYEES' PENSION PLAN | PHILADELPHIA, PA | Trustee TRUSTEE | 46 | $22.3M | $77K |
| HOLLISTER INCORPORATED HOLLISTER PENSION PLAN AND TRUST FOR KIRKSVILLE, MISSOURI, BARGAINING UNIT EMPLOYEES | LIBERTYVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 11 | $21.9M | $17K |
| ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN | WAUWATOSA, WI | Other NONE | 2,523 | $20.7M | $55K |
| ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN | WAUWATOSA, WI | Other NONE | 2,394 | $17.8M | $25K |
| SCIENTIFIC PROTEIN LABORATORIES LLC SCIENTIFIC PROTEIN LABORATORIES LLC PENSION PLAN | WAUNAKEE, WI | Other NONE | 105 | $16.8M | $54K |
| IBEW LOCAL 176 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND IBEW LOCAL 176 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | JOLIET, IL | Other NONE | 8,027 | $13.3M | $703 |
| DISCOVERY ENERGY, LLC DISCOVERY ENERGY PENSION PLAN | KOHLER, WI | Other NONE | 1,734 | $11.6M | $115K |
| UNIT DROP FORGE CO., INC. UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES | WEST ALLIS, WI | Other NONE | 29 | $11.4M | $37K |
| BD TRUSTEES PN TR ESTATE LOCAL 473 THE PENSION TRUST ESTATE FOR SHOPMEN'S LOCAL UNION NO. 473 | OAK BROOK, IL | Other NONE | 0 | $10.8M | $10K |
| ASSOCIATION OF EQUIPMENT MANUFACTURERS ASSOCIATION OF EQUIPMENT MANUFACTURERS PENSION PLAN | MILWAUKEE, WI | Other NONE | 62 | $9.9M | $8K |
| HOFFMASTER GROUP, INC. HOFFMASTER GROUP CONSOLIDATED PENSION PLAN | OSHKOSH, WI | Other NONE | 10 | $8.2M | $22K |
| BD TRUSTEES PN TR ESTATE LOCAL 473 THE PENSION TRUST ESTATE FOR SHOPMEN'S LOCAL UNION NO. 473 | OAK BROOK, IL | Other NONE | 0 | $6.6M | $8K |
| MILLENNIUM RAIL, INC. HOLLIDAYSBURG RETIREMENT PLAN | PITTSBURG, KS | Trustee TRUSTEE | 0 | $5.7M | $31K |
| BOARD OF TRUSTEES OF IRON WORKERS LOCAL 383 HEALTH CARE PLAN IRON WORKERS LOCAL 383 HEALTH CARE PLAN | MADISON, WI | Other NONE | 439 | $5.4M | $11K |
| METAL MANAGEMENT, INC. THE ISAAC CORPORATION PENSION PLAN MMI 98 | CHICAGO, IL | Trustee TRUSTEE | 0 | $5.4M | $10K |
| METAL MANAGEMENT, INC. METAL MANAGEMENT AEROSPACE, INC. RETIREMENT PLAN | CHICAGO, IL | Trustee TRUSTEE | 0 | $5.1M | $10K |
| EQUITY COOPERATIVE LIVESTOCK SALES ASSOCIATION EQUITY COOPERATIVE LIVESTOCK SALES ASSOC EMPLOYEES RETIREMENT PLAN | BARABOO, WI | Other NONE | 10 | $4.2M | $26K |
| BRADKEN, INC. HOURLY EMPLOYEES RETIREMENT PLAN OF BRADKEN, INC. | ATCHISON, KS | Other NONE | 0 | $1.4M | $16K |
| VERMONT GAS SYSTEMS, INC. VERMONT GAS SYSTEMS, INC. RETIREMENT PLAN | SOUTH BURLINGTON, VT | Trustee TRUSTEE | 0 | $0 | $19K |