Midwest Pension Plan
Sponsored by Board Of Trustees Midwest Pension Plan · EIN 366512748 · Plan #001 · Hillside, IL
- Total assets
- $123M
- Net assets
- $122M
- Active participants
- 2,093
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 94% | 2024 |
| Dearborn Partners L.L.C. CRD 108147 | fuzzy_auto · 95% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Chevy Chase Trust | Trustee (institutional), Investment management, Investment management fees (direct) | $146,610 |
| Automatic Data Processing | Other services | $140,209 |
| Central States Joint Board | Contract administrator | $119,969 |
| Loomis Sayles & Company, Lp | Investment management, Investment management fees (direct) | $101,437 |
| Bridgeway Benefit Technologies | Consulting (general) | $95,899 |
| Ingrid Escobar | Employee (plan) | $86,325 |
| Nydia Ortiz | Employee (plan) | $78,393 |
| Milliman, Inc. | Actuarial | $78,055 |
| Intercontinental Real Estate Corp | Investment management fees (direct), Investment management | $71,698 |
| Boyd Watterson Asset Management Llc | Investment management, Investment management fees (direct) | $70,082 |
| Weaver And Tidwell, Llp | Accounting | $70,000 |
| Hardman Johnston Glbal Advisors Ll | Investment management, Investment management fees (direct) | $69,309 |
| Gabriela Ramirez | Employee (plan) | $65,559 |
| Dearborn Partners, Llc | Investment management, Investment management fees (direct) | $64,606 |
| Johnson & Krol, Llc | Legal | $58,717 |
| Investment Performance Services Llc | Investment advisory (plan) | $56,215 |
| Aristotle Credit Partners | Investment management, Investment management fees (direct) | $52,482 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $38,533 |
| Amalgamated Bank Of Chicago | Custodial (securities), Investment management, Float revenue | $35,186 |
| Yibel Monarrez | Employee (plan) | $27,403 |
| Everactive Solutions, Inc | Consulting (general) | $27,317 |
| National Investment Services | Investment management, Investment management fees (direct) | $7,630 |
| Northern Trust Corporation | Investment management, Investment management fees (direct), Investment management fees (indirect) | $1,874 |