Midwest Operating Engineers Pension Trust Fund
Sponsored by Trustees Of The Midwest Operating Engineers Pension Trust Fund · EIN 366140097 · Plan #001
- Total assets
- $6.0B
- Net assets
- $5.8B
- Active participants
- 13,117
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prudential Insurance Co | Investment management, Investment management fees (direct), Float revenue | $1,332,463 |
| Jp Morgan Chase Bank | Trustee (discretionary), Investment advisory (plan), Investment management | $1,235,138 |
| Amalgamated Bank Of Chicago | Custodial (securities), Investment management, Investment management fees (direct) | $1,153,645 |
| Moeits | Other services | $1,106,132 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $1,096,544 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $992,300 |
| Sierra Investment Partners | Investment management, Investment management fees (direct) | $923,202 |
| Newtower Trust Company | Investment management, Investment management fees (direct) | $790,416 |
| Segal | Actuarial, Consulting (general) | $650,520 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $646,963 |
| Robert W. Baird & Co | Investment management, Investment management fees (direct) | $645,731 |
| National Inv. Serv. Of America Llc | Investment management, Investment management fees (direct) | $620,933 |
| Bridgeway Benefit Technologies, Llc | Recordkeeping, Consulting (general) | $529,780 |
| Northern Trust Corporation | Custodial (securities), Investment management, Investment management fees (direct) | $329,329 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $268,167 |
| Marquette Associates | Investment advisory (plan) | $225,000 |
| Michael Walsh | Employee (plan) | $204,775 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $204,633 |
| Ann Marie Williams | Employee (plan) | $198,068 |
| Daniel Dermody | Employee (plan) | $197,458 |
| Bridgette Gordon | Employee (plan) | $171,286 |
| Institute For Workers Welfare | Legal | $143,656 |
| Thomas M Bernstein | Plan administrator, Employee (plan), Non-monetary compensation | $141,940 |
| Kimberly Gamboney | Employee (plan) | $141,101 |
| Adrianne Hamer | Employee (plan) | $137,259 |
| Marissa Massuci | Employee (plan) | $130,923 |
| Maria Barrios | Employee (plan) | $130,139 |
| Patricia Ramirez | Employee (plan) | $120,219 |
| Eraina Green | Employee (plan) | $119,128 |
| Mcgann Ketterman And Rioux | Legal | $117,715 |
| Erasmo Moreno | Employee (plan) | $116,126 |
| Renee Buis | Employee (plan) | $114,681 |
| Steven Cisco | Consulting (general), Trustee (individual) | $112,711 |
| Amy Nalepa | Employee (plan) | $111,276 |
| Carolyn Bronson | Employee (plan) | $107,921 |
| Patricia Ortiz | Employee (plan) | $100,872 |
| Angela Mcmillin | Employee (plan) | $94,255 |
| Leigh Fox | Employee (plan), Non-monetary compensation | $77,537 |
| Keri L. Bjelke | Employee (plan) | $74,089 |
| Jenie Brown | Employee (plan) | $66,710 |
| Iliana Baez | Employee (plan) | $61,355 |
| Tongela M. Rice Mcaroy | Employee (plan) | $60,945 |
| Kelly Hayes | Employee (plan) | $60,822 |
| Trudy Mares | Employee (plan) | $57,495 |
| Nancy Amabile | Employee (plan), Non-monetary compensation | $56,566 |
| Debra Mclaughlin | Employee (plan) | $50,292 |
| Michelle Spencer | Employee (plan), Non-monetary compensation | $50,074 |
| Jamie Scumaci | Employee (plan) | $48,857 |
| Kevin Budinger | Employee (plan) | $48,417 |
| Edith Burnett | Employee (plan) | $46,687 |
| Jessica Mezera | Employee (plan) | $46,331 |
| John Grzymski | Employee (plan) | $43,724 |
| Amanda Lindau | Employee (plan) | $41,444 |
| Crystal Moore | Employee (plan) | $41,293 |
| Destiny Richardson | Employee (plan) | $41,235 |
| Colleen Zarembski | Employee (plan) | $40,675 |
| Elizabeth Sandoval | Employee (plan) | $40,491 |
| Paige Muilenburg | Employee (plan) | $40,118 |
| Halle Schaafsma | Employee (plan) | $38,522 |
| Matthew Mosqueda | Employee (plan), Non-monetary compensation | $38,065 |
| Emily Cervantes | Employee (plan) | $34,413 |
| Juvenal Estrada | Employee (plan) | $32,143 |
| Sheri Cisco | Employee (plan) | $31,424 |
| Kailey Canedo | Employee (plan) | $31,151 |
| Jessica Huizar Solis | Employee (plan) | $31,033 |
| Lucia Urquizo | Employee (plan) | $30,018 |
| Mmusa Acquisition Ii Corp | Copying and duplicating | $27,756 |
| Luz Castillo | Employee (plan) | $26,731 |
| Jennifer Somone | Employee (plan) | $26,013 |
| Thompson Coburn Llp | Legal | $20,932 |
| Bond Brothers | Copying and duplicating | $15,115 |
| Ucs Holdings Inc. | Other services | $9,621 |
| First String Enterprises | Copying and duplicating | $6,926 |