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MIDWEST PENSION PLAN 401k Plan overview

Plan NameMIDWEST PENSION PLAN
Plan identification number 001

MIDWEST PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES - MIDWEST PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES - MIDWEST PENSION PLAN
Employer identification number (EIN):366512748
NAIC Classification:326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK SPANO2023-10-13 SHELDON ROSEN2023-10-13
0012021-01-01MARK SPANO2022-10-14 10142022
0012020-01-01MARK SPANO2021-10-13 SHELDON ROSEN2021-10-13
0012019-01-01MARK SPANO2020-10-13 SHELDON ROSEN2020-10-13
0012018-01-01MARK SPANO2019-10-07 SHELDON ROSEN2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01STEVEN TORELLO
0012011-01-01STEVEN TORELLO
0012009-01-01STEVE J. TORELLO

Plan Statistics for MIDWEST PENSION PLAN

401k plan membership statisitcs for MIDWEST PENSION PLAN

Measure Date Value
2022: MIDWEST PENSION PLAN 2022 401k membership
Current value of assets2022-12-31146,858,104
Acturial value of assets for funding standard account2022-12-31139,356,179
Accrued liability for plan using immediate gains methods2022-12-31127,307,236
Accrued liability under unit credit cost method2022-12-31127,307,236
RPA 94 current liability2022-12-31224,888,770
Expected increase in current liability due to benefits accruing during the plan year2022-12-311,363,889
Expected release from RPA 94 current liability for plan year2022-12-319,890,179
Expected plan disbursements for the plan year2022-12-3111,207,416
Current value of assets2022-12-31146,858,104
Number of retired participants and beneficiaries receiving payment2022-12-314,288
Current liability for retired participants and beneficiaries receiving payment2022-12-31111,325,679
Number of terminated vested participants2022-12-315,388
Current liability for terminated vested participants2022-12-3194,449,861
Current liability for active participants non vested benefits2022-12-311,061,962
Current liability for active participants vested benefits2022-12-3118,051,268
Total number of active articipats2022-12-311,758
Current liability for active participants2022-12-3119,113,230
Total participant count with liabilities2022-12-3111,434
Total current liabilitoes for participants with libailities2022-12-31224,888,770
Total employer contributions in plan year2022-12-311,560,565
Employer’s normal cost for plan year as of valuation date2022-12-311,802,419
Prior year credit balance2022-12-3140,001,391
Amortization credits as of valuation date2022-12-311,539,666
Total participants, beginning-of-year2022-01-0111,431
Total number of active participants reported on line 7a of the Form 55002022-01-011,707
Number of retired or separated participants receiving benefits2022-01-013,772
Number of other retired or separated participants entitled to future benefits2022-01-015,301
Total of all active and inactive participants2022-01-0110,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01606
Total participants2022-01-0111,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01133
Number of employers contributing to the scheme2022-01-0150
2021: MIDWEST PENSION PLAN 2021 401k membership
Current value of assets2021-12-31134,436,435
Acturial value of assets for funding standard account2021-12-31135,737,913
Accrued liability for plan using immediate gains methods2021-12-31124,591,247
Accrued liability under unit credit cost method2021-12-31124,591,247
RPA 94 current liability2021-12-31227,988,404
Expected increase in current liability due to benefits accruing during the plan year2021-12-311,275,962
Expected release from RPA 94 current liability for plan year2021-12-319,906,921
Expected plan disbursements for the plan year2021-12-3111,165,009
Current value of assets2021-12-31134,436,435
Number of retired participants and beneficiaries receiving payment2021-12-314,030
Current liability for retired participants and beneficiaries receiving payment2021-12-31107,710,423
Number of terminated vested participants2021-12-315,902
Current liability for terminated vested participants2021-12-3199,278,476
Current liability for active participants non vested benefits2021-12-31818,228
Current liability for active participants vested benefits2021-12-3120,181,277
Total number of active articipats2021-12-311,846
Current liability for active participants2021-12-3120,999,505
Total participant count with liabilities2021-12-3111,778
Total current liabilitoes for participants with libailities2021-12-31227,988,404
Total employer contributions in plan year2021-12-311,621,039
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-311,686,177
Prior year credit balance2021-12-3143,559,899
Amortization credits as of valuation date2021-12-311,049,164
Total participants, beginning-of-year2021-01-0111,775
Total number of active participants reported on line 7a of the Form 55002021-01-011,758
Number of retired or separated participants receiving benefits2021-01-013,677
Number of other retired or separated participants entitled to future benefits2021-01-015,388
Total of all active and inactive participants2021-01-0110,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01608
Total participants2021-01-0111,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01133
Number of employers contributing to the scheme2021-01-0152
2020: MIDWEST PENSION PLAN 2020 401k membership
Current value of assets2020-12-31134,122,333
Acturial value of assets for funding standard account2020-12-31134,466,255
Accrued liability for plan using immediate gains methods2020-12-31124,693,836
Accrued liability under unit credit cost method2020-12-31124,693,836
RPA 94 current liability2020-12-31218,530,110
Expected increase in current liability due to benefits accruing during the plan year2020-12-311,156,287
Expected release from RPA 94 current liability for plan year2020-12-319,736,436
Expected plan disbursements for the plan year2020-12-3110,920,473
Current value of assets2020-12-31134,122,333
Number of retired participants and beneficiaries receiving payment2020-12-313,987
Current liability for retired participants and beneficiaries receiving payment2020-12-31103,346,562
Number of terminated vested participants2020-12-315,854
Current liability for terminated vested participants2020-12-3193,048,770
Current liability for active participants non vested benefits2020-12-31897,186
Current liability for active participants vested benefits2020-12-3121,237,592
Total number of active articipats2020-12-312,182
Current liability for active participants2020-12-3122,134,778
Total participant count with liabilities2020-12-3112,023
Total current liabilitoes for participants with libailities2020-12-31218,530,110
Total employer contributions in plan year2020-12-312,365,778
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-311,604,619
Prior year credit balance2020-12-3146,139,473
Amortization credits as of valuation date2020-12-311,049,164
Total participants, beginning-of-year2020-01-0112,021
Total number of active participants reported on line 7a of the Form 55002020-01-011,846
Number of retired or separated participants receiving benefits2020-01-013,600
Number of other retired or separated participants entitled to future benefits2020-01-015,902
Total of all active and inactive participants2020-01-0111,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01427
Total participants2020-01-0111,775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01285
Number of employers contributing to the scheme2020-01-0150
2019: MIDWEST PENSION PLAN 2019 401k membership
Current value of assets2019-12-31123,666,462
Acturial value of assets for funding standard account2019-12-31134,648,678
Accrued liability for plan using immediate gains methods2019-12-31123,206,640
Accrued liability under unit credit cost method2019-12-31123,206,640
RPA 94 current liability2019-12-31204,547,549
Expected increase in current liability due to benefits accruing during the plan year2019-12-311,119,766
Expected release from RPA 94 current liability for plan year2019-12-319,304,240
Expected plan disbursements for the plan year2019-12-3110,424,006
Current value of assets2019-12-31123,666,462
Number of retired participants and beneficiaries receiving payment2019-12-313,917
Current liability for retired participants and beneficiaries receiving payment2019-12-3197,575,665
Number of terminated vested participants2019-12-315,274
Current liability for terminated vested participants2019-12-3177,116,534
Current liability for active participants non vested benefits2019-12-31897,008
Current liability for active participants vested benefits2019-12-3128,958,342
Total number of active articipats2019-12-312,800
Current liability for active participants2019-12-3129,855,350
Total participant count with liabilities2019-12-3111,991
Total current liabilitoes for participants with libailities2019-12-31204,547,549
Total employer contributions in plan year2019-12-311,502,662
Employer’s normal cost for plan year as of valuation date2019-12-311,637,982
Prior year credit balance2019-12-3149,692,066
Amortization credits as of valuation date2019-12-311,049,164
Total participants, beginning-of-year2019-01-0111,990
Total number of active participants reported on line 7a of the Form 55002019-01-012,182
Number of retired or separated participants receiving benefits2019-01-013,572
Number of other retired or separated participants entitled to future benefits2019-01-015,854
Total of all active and inactive participants2019-01-0111,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01413
Total participants2019-01-0112,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01214
Number of employers contributing to the scheme2019-01-0162
2018: MIDWEST PENSION PLAN 2018 401k membership
Current value of assets2018-12-31132,809,644
Acturial value of assets for funding standard account2018-12-31131,632,255
Accrued liability for plan using immediate gains methods2018-12-31122,457,369
Accrued liability under unit credit cost method2018-12-31122,457,369
RPA 94 current liability2018-12-31213,977,421
Expected increase in current liability due to benefits accruing during the plan year2018-12-311,401,396
Expected release from RPA 94 current liability for plan year2018-12-318,880,507
Expected plan disbursements for the plan year2018-12-3110,122,893
Current value of assets2018-12-31132,809,644
Number of retired participants and beneficiaries receiving payment2018-12-313,756
Current liability for retired participants and beneficiaries receiving payment2018-12-3195,740,451
Number of terminated vested participants2018-12-315,307
Current liability for terminated vested participants2018-12-3182,283,026
Current liability for active participants non vested benefits2018-12-3134,745,518
Current liability for active participants vested benefits2018-12-311,208,426
Total number of active articipats2018-12-313,805
Current liability for active participants2018-12-3135,953,944
Total participant count with liabilities2018-12-3112,868
Total current liabilitoes for participants with libailities2018-12-31213,977,421
Total employer contributions in plan year2018-12-316,221,603
Total employee contributions in plan year2018-12-310
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-311,728,743
Prior year credit balance2018-12-3146,764,345
Amortization credits as of valuation date2018-12-312,580,163
Total participants, beginning-of-year2018-01-0112,866
Total number of active participants reported on line 7a of the Form 55002018-01-012,800
Number of retired or separated participants receiving benefits2018-01-013,521
Number of other retired or separated participants entitled to future benefits2018-01-015,274
Total of all active and inactive participants2018-01-0111,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01395
Total participants2018-01-0111,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01804
Number of employers contributing to the scheme2018-01-0164
2017: MIDWEST PENSION PLAN 2017 401k membership
Current value of assets2017-12-31123,685,814
Acturial value of assets for funding standard account2017-12-31131,444,263
Accrued liability for plan using immediate gains methods2017-12-31121,684,363
Accrued liability under unit credit cost method2017-12-31121,684,363
RPA 94 current liability2017-12-31200,797,948
Expected increase in current liability due to benefits accruing during the plan year2017-12-311,268,470
Expected release from RPA 94 current liability for plan year2017-12-318,448,487
Expected plan disbursements for the plan year2017-12-319,701,256
Current value of assets2017-12-31123,685,814
Number of retired participants and beneficiaries receiving payment2017-12-313,586
Current liability for retired participants and beneficiaries receiving payment2017-12-3186,970,734
Number of terminated vested participants2017-12-315,380
Current liability for terminated vested participants2017-12-3178,859,151
Current liability for active participants non vested benefits2017-12-311,021,993
Current liability for active participants vested benefits2017-12-3133,946,070
Total number of active articipats2017-12-314,015
Current liability for active participants2017-12-3134,968,063
Total participant count with liabilities2017-12-3112,981
Total current liabilitoes for participants with libailities2017-12-31200,797,948
Total employer contributions in plan year2017-12-311,923,932
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-311,733,825
Prior year credit balance2017-12-3141,694,073
Amortization credits as of valuation date2017-12-3110,119,007
Total participants, beginning-of-year2017-01-0112,980
Total number of active participants reported on line 7a of the Form 55002017-01-013,805
Number of retired or separated participants receiving benefits2017-01-013,379
Number of other retired or separated participants entitled to future benefits2017-01-015,307
Total of all active and inactive participants2017-01-0112,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01375
Total participants2017-01-0112,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01437
Number of employers contributing to the scheme2017-01-0167
2016: MIDWEST PENSION PLAN 2016 401k membership
Current value of assets2016-12-31123,093,745
Acturial value of assets for funding standard account2016-12-31131,532,792
Accrued liability for plan using immediate gains methods2016-12-31119,992,772
Accrued liability under unit credit cost method2016-12-31119,992,772
RPA 94 current liability2016-12-31194,540,085
Expected increase in current liability due to benefits accruing during the plan year2016-12-311,101,730
Expected release from RPA 94 current liability for plan year2016-12-318,097,757
Expected plan disbursements for the plan year2016-12-319,222,153
Current value of assets2016-12-31123,093,745
Number of retired participants and beneficiaries receiving payment2016-12-313,497
Current liability for retired participants and beneficiaries receiving payment2016-12-3184,438,350
Number of terminated vested participants2016-12-315,350
Current liability for terminated vested participants2016-12-3175,083,646
Current liability for active participants non vested benefits2016-12-311,382,199
Current liability for active participants vested benefits2016-12-3133,635,890
Total number of active articipats2016-12-313,998
Current liability for active participants2016-12-3135,018,089
Total participant count with liabilities2016-12-3112,845
Total current liabilitoes for participants with libailities2016-12-31194,540,085
Total employer contributions in plan year2016-12-311,817,539
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-311,602,153
Prior year credit balance2016-12-3136,906,720
Amortization credits as of valuation date2016-12-3110,119,007
Total participants, beginning-of-year2016-01-0112,843
Total number of active participants reported on line 7a of the Form 55002016-01-014,015
Number of retired or separated participants receiving benefits2016-01-013,244
Number of other retired or separated participants entitled to future benefits2016-01-015,380
Total of all active and inactive participants2016-01-0112,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01341
Total participants2016-01-0112,980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01314
Number of employers contributing to the scheme2016-01-0169
2015: MIDWEST PENSION PLAN 2015 401k membership
Current value of assets2015-12-31125,810,736
Acturial value of assets for funding standard account2015-12-31132,572,572
Accrued liability for plan using immediate gains methods2015-12-31115,024,956
Accrued liability under unit credit cost method2015-12-31115,024,956
RPA 94 current liability2015-12-31189,140,764
Expected increase in current liability due to benefits accruing during the plan year2015-12-311,213,410
Expected release from RPA 94 current liability for plan year2015-12-317,692,065
Expected plan disbursements for the plan year2015-12-318,752,682
Current value of assets2015-12-31125,810,736
Number of retired participants and beneficiaries receiving payment2015-12-313,307
Current liability for retired participants and beneficiaries receiving payment2015-12-3178,798,412
Number of terminated vested participants2015-12-315,124
Current liability for terminated vested participants2015-12-3170,719,508
Current liability for active participants non vested benefits2015-12-311,558,848
Current liability for active participants vested benefits2015-12-3138,063,996
Total number of active articipats2015-12-314,239
Current liability for active participants2015-12-3139,622,844
Total participant count with liabilities2015-12-3112,670
Total current liabilitoes for participants with libailities2015-12-31189,140,764
Total employer contributions in plan year2015-12-311,773,034
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-311,589,572
Prior year credit balance2015-12-3131,943,599
Amortization credits as of valuation date2015-12-3110,119,007
Total participants, beginning-of-year2015-01-0112,670
Total number of active participants reported on line 7a of the Form 55002015-01-013,996
Number of retired or separated participants receiving benefits2015-01-013,178
Number of other retired or separated participants entitled to future benefits2015-01-015,350
Total of all active and inactive participants2015-01-0112,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01319
Total participants2015-01-0112,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01325
Number of employers contributing to the scheme2015-01-0162
2014: MIDWEST PENSION PLAN 2014 401k membership
Current value of assets2014-12-31126,363,597
Acturial value of assets for funding standard account2014-12-31130,465,924
Accrued liability for plan using immediate gains methods2014-12-31114,581,712
Accrued liability under unit credit cost method2014-12-31114,581,712
RPA 94 current liability2014-12-31186,810,276
Expected increase in current liability due to benefits accruing during the plan year2014-12-311,057,652
Expected release from RPA 94 current liability for plan year2014-12-317,499,096
Expected plan disbursements for the plan year2014-12-318,559,713
Current value of assets2014-12-31126,363,597
Number of retired participants and beneficiaries receiving payment2014-12-313,257
Current liability for retired participants and beneficiaries receiving payment2014-12-3177,995,000
Number of terminated vested participants2014-12-315,266
Current liability for terminated vested participants2014-12-3170,398,211
Current liability for active participants non vested benefits2014-12-311,378,560
Current liability for active participants vested benefits2014-12-3137,038,505
Total number of active articipats2014-12-313,761
Current liability for active participants2014-12-3138,417,065
Total participant count with liabilities2014-12-3112,284
Total current liabilitoes for participants with libailities2014-12-31186,810,276
Total employer contributions in plan year2014-12-312,436,434
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-311,534,995
Prior year credit balance2014-12-3126,738,970
Amortization credits as of valuation date2014-12-3110,119,007
Total participants, beginning-of-year2014-01-0112,284
Total number of active participants reported on line 7a of the Form 55002014-01-014,239
Number of retired or separated participants receiving benefits2014-01-013,013
Number of other retired or separated participants entitled to future benefits2014-01-015,124
Total of all active and inactive participants2014-01-0112,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01294
Total participants2014-01-0112,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
Number of employers contributing to the scheme2014-01-0159
2013: MIDWEST PENSION PLAN 2013 401k membership
Current value of assets2013-12-31114,357,738
Acturial value of assets for funding standard account2013-12-31128,081,039
Accrued liability for plan using immediate gains methods2013-12-31114,966,702
Accrued liability under unit credit cost method2013-12-31114,966,702
RPA 94 current liability2013-12-31185,519,154
Expected increase in current liability due to benefits accruing during the plan year2013-12-312,239,926
Expected plan disbursements for the plan year2013-12-318,435,446
Current value of assets2013-12-31114,357,738
Number of retired participants and beneficiaries receiving payment2013-12-313,180
Current liability for retired participants and beneficiaries receiving payment2013-12-3175,764,257
Number of terminated vested participants2013-12-315,322
Current liability for terminated vested participants2013-12-3169,960,506
Current liability for active participants non vested benefits2013-12-311,403,111
Current liability for active participants vested benefits2013-12-3138,391,280
Total number of active articipats2013-12-313,661
Current liability for active participants2013-12-3139,794,391
Total participant count with liabilities2013-12-3112,163
Total current liabilitoes for participants with libailities2013-12-31185,519,154
Total employer contributions in plan year2013-12-311,620,213
Employer’s normal cost for plan year as of valuation date2013-12-311,607,577
Prior year credit balance2013-12-3123,254,053
Amortization credits as of valuation date2013-12-319,925,726
Total participants, beginning-of-year2013-01-0112,163
Total number of active participants reported on line 7a of the Form 55002013-01-013,761
Number of retired or separated participants receiving benefits2013-01-012,967
Number of other retired or separated participants entitled to future benefits2013-01-015,266
Total of all active and inactive participants2013-01-0111,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01290
Total participants2013-01-0112,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01247
Number of employers contributing to the scheme2013-01-0155
2012: MIDWEST PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111,648
Total number of active participants reported on line 7a of the Form 55002012-01-013,661
Number of retired or separated participants receiving benefits2012-01-012,895
Number of other retired or separated participants entitled to future benefits2012-01-015,322
Total of all active and inactive participants2012-01-0111,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01285
Total participants2012-01-0112,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01208
Number of employers contributing to the scheme2012-01-0154
2011: MIDWEST PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112,102
Total number of active participants reported on line 7a of the Form 55002011-01-013,289
Number of retired or separated participants receiving benefits2011-01-012,821
Number of other retired or separated participants entitled to future benefits2011-01-015,258
Total of all active and inactive participants2011-01-0111,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01280
Total participants2011-01-0111,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01145
Number of employers contributing to the scheme2011-01-0164
2009: MIDWEST PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113,811
Total number of active participants reported on line 7a of the Form 55002009-01-014,338
Number of retired or separated participants receiving benefits2009-01-012,662
Number of other retired or separated participants entitled to future benefits2009-01-015,482
Total of all active and inactive participants2009-01-0112,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01264
Total participants2009-01-0112,746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01765
Number of employers contributing to the scheme2009-01-0173

Financial Data on MIDWEST PENSION PLAN

Measure Date Value
2022 : MIDWEST PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-13,788,183
Total unrealized appreciation/depreciation of assets2022-12-31$-13,788,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$464,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$258,037
Total income from all sources (including contributions)2022-12-31$-5,220,678
Total loss/gain on sale of assets2022-12-31$3,157,618
Total of all expenses incurred2022-12-31$10,433,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,127,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,704,583
Value of total assets at end of year2022-12-31$132,079,529
Value of total assets at beginning of year2022-12-31$147,527,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,305,767
Total interest from all sources2022-12-31$715,983
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$867,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$373,549
Administrative expenses professional fees incurred2022-12-31$446,303
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,267,954
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,157,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$292,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$69,498
Other income not declared elsewhere2022-12-31$498,497
Administrative expenses (other) incurred2022-12-31$941,923
Liabilities. Value of operating payables at end of year2022-12-31$172,090
Liabilities. Value of operating payables at beginning of year2022-12-31$188,539
Total non interest bearing cash at end of year2022-12-31$41,135
Total non interest bearing cash at beginning of year2022-12-31$75,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,654,341
Value of net assets at end of year (total assets less liabilities)2022-12-31$131,615,082
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$147,269,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$26,431,103
Assets. partnership/joint venture interests at beginning of year2022-12-31$31,831,740
Investment advisory and management fees2022-12-31$917,541
Interest earned on other investments2022-12-31$3,621
Income. Interest from corporate debt instruments2022-12-31$711,287
Value of interest in common/collective trusts at end of year2022-12-31$52,287,413
Value of interest in common/collective trusts at beginning of year2022-12-31$52,704,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,140,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,283,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,283,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,075
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$7,937,830
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$10,406,660
Net investment gain or loss from common/collective trusts2022-12-31$-3,801,635
Net gain/loss from 103.12 investment entities2022-12-31$2,424,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,704,583
Employer contributions (assets) at end of year2022-12-31$3,532,287
Employer contributions (assets) at beginning of year2022-12-31$285,968
Income. Dividends from common stock2022-12-31$494,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,127,896
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$11,267,264
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$13,518,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$28,158,994
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$35,238,155
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$15,492
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$25,678
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$14,953,064
Aggregate carrying amount (costs) on sale of assets2022-12-31$11,795,446
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2022-12-31131578842
2021 : MIDWEST PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-392,705
Total unrealized appreciation/depreciation of assets2021-12-31$-392,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$258,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$263,306
Total income from all sources (including contributions)2021-12-31$22,719,275
Total loss/gain on sale of assets2021-12-31$9,098,829
Total of all expenses incurred2021-12-31$10,640,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,023,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,278,429
Value of total assets at end of year2021-12-31$147,527,460
Value of total assets at beginning of year2021-12-31$135,453,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,617,106
Total interest from all sources2021-12-31$823,539
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$333,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$396,310
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-311300880
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,157,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$917,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$69,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$53,536
Other income not declared elsewhere2021-12-31$10,149
Administrative expenses (other) incurred2021-12-31$931,570
Liabilities. Value of operating payables at end of year2021-12-31$188,539
Liabilities. Value of operating payables at beginning of year2021-12-31$209,770
Total non interest bearing cash at end of year2021-12-31$75,357
Total non interest bearing cash at beginning of year2021-12-31$7,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,079,059
Value of net assets at end of year (total assets less liabilities)2021-12-31$147,269,423
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$135,190,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$31,831,740
Assets. partnership/joint venture interests at beginning of year2021-12-31$15,627,798
Investment advisory and management fees2021-12-31$1,289,226
Interest earned on other investments2021-12-31$34,408
Income. Interest from corporate debt instruments2021-12-31$788,783
Value of interest in common/collective trusts at end of year2021-12-31$52,704,256
Value of interest in common/collective trusts at beginning of year2021-12-31$72,676,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,283,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,056,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,056,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$348
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$10,406,660
Net investment gain or loss from common/collective trusts2021-12-31$7,036,957
Net gain/loss from 103.12 investment entities2021-12-31$4,530,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,278,429
Employer contributions (assets) at end of year2021-12-31$285,968
Employer contributions (assets) at beginning of year2021-12-31$777,006
Income. Dividends from common stock2021-12-31$333,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,023,110
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$13,518,059
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$11,249,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$35,238,155
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$32,102,995
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$25,678
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$38,242
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$63,013,865
Aggregate carrying amount (costs) on sale of assets2021-12-31$53,915,036
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2021-12-31131578842
2020 : MIDWEST PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$873,364
Total unrealized appreciation/depreciation of assets2020-12-31$873,364
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$263,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$277,272
Total income from all sources (including contributions)2020-12-31$11,621,265
Total loss/gain on sale of assets2020-12-31$3,909,278
Total of all expenses incurred2020-12-31$11,030,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,901,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,642,926
Value of total assets at end of year2020-12-31$135,453,670
Value of total assets at beginning of year2020-12-31$134,876,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,128,121
Total interest from all sources2020-12-31$860,165
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$406,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$316,318
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-3153002
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$917,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,610,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$53,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$53,289
Other income not declared elsewhere2020-12-31$14,068
Administrative expenses (other) incurred2020-12-31$1,769,173
Liabilities. Value of operating payables at end of year2020-12-31$209,770
Liabilities. Value of operating payables at beginning of year2020-12-31$223,983
Total non interest bearing cash at end of year2020-12-31$7,126
Total non interest bearing cash at beginning of year2020-12-31$54,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$591,250
Value of net assets at end of year (total assets less liabilities)2020-12-31$135,190,364
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$134,599,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$15,627,798
Investment advisory and management fees2020-12-31$1,042,630
Interest earned on other investments2020-12-31$85,039
Income. Interest from corporate debt instruments2020-12-31$759,830
Value of interest in common/collective trusts at end of year2020-12-31$72,676,653
Value of interest in common/collective trusts at beginning of year2020-12-31$69,763,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,056,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,117,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,117,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$15,296
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$16,190,260
Net investment gain or loss from common/collective trusts2020-12-31$2,045,501
Net gain/loss from 103.12 investment entities2020-12-31$869,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,642,926
Employer contributions (assets) at end of year2020-12-31$777,006
Employer contributions (assets) at beginning of year2020-12-31$496,271
Income. Dividends from common stock2020-12-31$406,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,901,894
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$11,249,681
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$11,372,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$32,102,995
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$28,234,139
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$38,242
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$36,815
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$54,871,630
Aggregate carrying amount (costs) on sale of assets2020-12-31$50,962,352
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2020-12-31131578842
2019 : MIDWEST PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,770,437
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,770,437
Total unrealized appreciation/depreciation of assets2019-12-31$4,770,437
Total unrealized appreciation/depreciation of assets2019-12-31$4,770,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$277,272
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$277,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$508,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$508,909
Total income from all sources (including contributions)2019-12-31$20,393,493
Total income from all sources (including contributions)2019-12-31$20,393,493
Total loss/gain on sale of assets2019-12-31$4,631,131
Total loss/gain on sale of assets2019-12-31$4,631,131
Total of all expenses incurred2019-12-31$9,891,890
Total of all expenses incurred2019-12-31$9,891,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,865,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,865,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,548,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,548,394
Value of total assets at end of year2019-12-31$134,876,386
Value of total assets at end of year2019-12-31$134,876,386
Value of total assets at beginning of year2019-12-31$124,606,420
Value of total assets at beginning of year2019-12-31$124,606,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,026,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,026,737
Total interest from all sources2019-12-31$760,885
Total interest from all sources2019-12-31$760,885
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$735,557
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$735,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$298,482
Administrative expenses professional fees incurred2019-12-31$298,482
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$750,000
Value of fidelity bond cover2019-12-31$750,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-311027840
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,610,572
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,610,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$912,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$912,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$53,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$53,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$291,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$291,425
Other income not declared elsewhere2019-12-31$16,343
Other income not declared elsewhere2019-12-31$16,343
Administrative expenses (other) incurred2019-12-31$909,149
Administrative expenses (other) incurred2019-12-31$909,149
Liabilities. Value of operating payables at end of year2019-12-31$223,983
Liabilities. Value of operating payables at end of year2019-12-31$223,983
Liabilities. Value of operating payables at beginning of year2019-12-31$217,484
Liabilities. Value of operating payables at beginning of year2019-12-31$217,484
Total non interest bearing cash at end of year2019-12-31$54,940
Total non interest bearing cash at end of year2019-12-31$54,940
Total non interest bearing cash at beginning of year2019-12-31$40,747
Total non interest bearing cash at beginning of year2019-12-31$40,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,501,603
Value of net income/loss2019-12-31$10,501,603
Value of net assets at end of year (total assets less liabilities)2019-12-31$134,599,114
Value of net assets at end of year (total assets less liabilities)2019-12-31$134,599,114
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$124,097,511
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$124,097,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$819,106
Investment advisory and management fees2019-12-31$819,106
Interest earned on other investments2019-12-31$38,381
Interest earned on other investments2019-12-31$38,381
Income. Interest from corporate debt instruments2019-12-31$646,875
Income. Interest from corporate debt instruments2019-12-31$646,875
Value of interest in common/collective trusts at end of year2019-12-31$69,763,187
Value of interest in common/collective trusts at end of year2019-12-31$69,763,187
Value of interest in common/collective trusts at beginning of year2019-12-31$65,706,942
Value of interest in common/collective trusts at beginning of year2019-12-31$65,706,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,117,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,117,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,474,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,474,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,474,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,474,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$75,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$75,629
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$16,190,260
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$16,190,260
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$15,281,560
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$15,281,560
Net investment gain or loss from common/collective trusts2019-12-31$7,731,876
Net investment gain or loss from common/collective trusts2019-12-31$7,731,876
Net gain/loss from 103.12 investment entities2019-12-31$198,870
Net gain/loss from 103.12 investment entities2019-12-31$198,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,548,394
Contributions received in cash from employer2019-12-31$1,548,394
Employer contributions (assets) at end of year2019-12-31$496,271
Employer contributions (assets) at end of year2019-12-31$496,271
Employer contributions (assets) at beginning of year2019-12-31$2,397,721
Employer contributions (assets) at beginning of year2019-12-31$2,397,721
Income. Dividends from common stock2019-12-31$735,557
Income. Dividends from common stock2019-12-31$735,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,865,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,865,153
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$11,372,229
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$11,372,229
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,789,444
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,789,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$28,234,139
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$28,234,139
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$24,954,570
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$24,954,570
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$36,815
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$36,815
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$48,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$48,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$34,909,721
Aggregate proceeds on sale of assets2019-12-31$34,909,721
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,278,590
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,278,590
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm name2019-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2019-12-31131578842
Accountancy firm EIN2019-12-31131578842
2018 : MIDWEST PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,973,654
Total unrealized appreciation/depreciation of assets2018-12-31$-5,973,654
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$508,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$288,714
Total income from all sources (including contributions)2018-12-31$-779,794
Total loss/gain on sale of assets2018-12-31$3,915,956
Total of all expenses incurred2018-12-31$9,624,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,600,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,940,911
Value of total assets at end of year2018-12-31$124,606,420
Value of total assets at beginning of year2018-12-31$134,790,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,023,915
Total interest from all sources2018-12-31$725,484
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$709,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$289,083
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$750,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-311890000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$912,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$847,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$291,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$31,874
Other income not declared elsewhere2018-12-31$9,103
Administrative expenses (other) incurred2018-12-31$910,414
Liabilities. Value of operating payables at end of year2018-12-31$217,484
Liabilities. Value of operating payables at beginning of year2018-12-31$256,840
Total non interest bearing cash at end of year2018-12-31$40,747
Total non interest bearing cash at beginning of year2018-12-31$89,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,404,133
Value of net assets at end of year (total assets less liabilities)2018-12-31$124,097,511
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$134,501,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$824,418
Interest earned on other investments2018-12-31$19,741
Income. Interest from corporate debt instruments2018-12-31$653,670
Value of interest in common/collective trusts at end of year2018-12-31$65,706,942
Value of interest in common/collective trusts at beginning of year2018-12-31$67,485,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,474,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,720,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,720,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$52,073
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$15,281,560
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$22,333,886
Net investment gain or loss from common/collective trusts2018-12-31$-4,266,954
Net gain/loss from 103.12 investment entities2018-12-31$-839,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,940,911
Employer contributions (assets) at end of year2018-12-31$2,397,721
Employer contributions (assets) at beginning of year2018-12-31$1,719,747
Income. Dividends from common stock2018-12-31$709,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,600,424
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$10,789,444
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$11,859,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$24,954,570
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$28,697,826
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$48,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$37,055
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$42,089,286
Aggregate carrying amount (costs) on sale of assets2018-12-31$38,173,330
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2018-12-31131578842
2017 : MIDWEST PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,949,922
Total unrealized appreciation/depreciation of assets2017-12-31$1,949,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$288,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$251,817
Total income from all sources (including contributions)2017-12-31$19,335,335
Total loss/gain on sale of assets2017-12-31$3,854,453
Total of all expenses incurred2017-12-31$9,495,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,275,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,812,689
Value of total assets at end of year2017-12-31$134,790,358
Value of total assets at beginning of year2017-12-31$124,913,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,220,556
Total interest from all sources2017-12-31$654,234
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$708,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$249,181
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$847,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,585,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$31,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$34,193
Other income not declared elsewhere2017-12-31$12,030
Administrative expenses (other) incurred2017-12-31$1,125,044
Liabilities. Value of operating payables at end of year2017-12-31$256,840
Liabilities. Value of operating payables at beginning of year2017-12-31$217,624
Total non interest bearing cash at end of year2017-12-31$89,512
Total non interest bearing cash at beginning of year2017-12-31$102,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,839,478
Value of net assets at end of year (total assets less liabilities)2017-12-31$134,501,644
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$124,662,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$846,331
Income. Interest from US Government securities2017-12-31$629
Income. Interest from corporate debt instruments2017-12-31$643,399
Value of interest in common/collective trusts at end of year2017-12-31$67,485,062
Value of interest in common/collective trusts at beginning of year2017-12-31$59,363,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,720,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,163,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,163,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,206
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$22,333,886
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$21,049,604
Net investment gain or loss from common/collective trusts2017-12-31$8,059,095
Net gain/loss from 103.12 investment entities2017-12-31$1,284,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,812,689
Employer contributions (assets) at end of year2017-12-31$1,719,747
Employer contributions (assets) at beginning of year2017-12-31$990,909
Income. Dividends from common stock2017-12-31$708,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,275,301
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$11,859,123
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$11,594,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$28,697,826
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$25,967,837
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$37,055
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$95,674
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$39,390,295
Aggregate carrying amount (costs) on sale of assets2017-12-31$35,535,842
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2017-12-31131578842
2016 : MIDWEST PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,283,663
Total unrealized appreciation/depreciation of assets2016-12-31$1,283,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$251,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$352,785
Total income from all sources (including contributions)2016-12-31$9,757,324
Total loss/gain on sale of assets2016-12-31$1,759,445
Total of all expenses incurred2016-12-31$9,210,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,160,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,772,499
Value of total assets at end of year2016-12-31$124,913,983
Value of total assets at beginning of year2016-12-31$124,467,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,050,086
Total interest from all sources2016-12-31$780,844
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$769,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$277,999
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$750,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-31307520
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,585,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,016,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$34,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$70,047
Other income not declared elsewhere2016-12-31$26,040
Administrative expenses (other) incurred2016-12-31$956,935
Liabilities. Value of operating payables at end of year2016-12-31$217,624
Liabilities. Value of operating payables at beginning of year2016-12-31$282,738
Total non interest bearing cash at end of year2016-12-31$102,527
Total non interest bearing cash at beginning of year2016-12-31$49,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$547,029
Value of net assets at end of year (total assets less liabilities)2016-12-31$124,662,166
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$124,115,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$815,152
Income. Interest from US Government securities2016-12-31$24,335
Income. Interest from corporate debt instruments2016-12-31$752,742
Value of interest in common/collective trusts at end of year2016-12-31$59,363,837
Value of interest in common/collective trusts at beginning of year2016-12-31$59,155,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,163,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,990,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,990,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,767
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$21,049,604
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$20,596,605
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$1,046,439
Net investment gain or loss from common/collective trusts2016-12-31$2,912,659
Net gain/loss from 103.12 investment entities2016-12-31$452,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,772,499
Employer contributions (assets) at end of year2016-12-31$990,909
Employer contributions (assets) at beginning of year2016-12-31$1,050,378
Income. Dividends from common stock2016-12-31$769,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,160,209
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,037,373
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$11,594,646
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$12,159,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$25,967,837
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$26,212,422
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$95,674
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$154,293
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$46,918,383
Aggregate carrying amount (costs) on sale of assets2016-12-31$45,158,938
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2016-12-31131578842
2015 : MIDWEST PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,355,752
Total unrealized appreciation/depreciation of assets2015-12-31$-2,355,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$352,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$352,359
Total income from all sources (including contributions)2015-12-31$6,621,022
Total loss/gain on sale of assets2015-12-31$1,757,386
Total of all expenses incurred2015-12-31$9,074,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,005,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,036,393
Value of total assets at end of year2015-12-31$124,467,922
Value of total assets at beginning of year2015-12-31$126,921,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,069,441
Total interest from all sources2015-12-31$921,775
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$746,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$256,185
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-31616520
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,016,432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,134,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$70,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$105,708
Other income not declared elsewhere2015-12-31$27,425
Administrative expenses (other) incurred2015-12-31$965,291
Liabilities. Value of operating payables at end of year2015-12-31$282,738
Liabilities. Value of operating payables at beginning of year2015-12-31$246,651
Total non interest bearing cash at end of year2015-12-31$49,101
Total non interest bearing cash at beginning of year2015-12-31$57,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,453,632
Value of net assets at end of year (total assets less liabilities)2015-12-31$124,115,137
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$126,568,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$847,965
Income. Interest from US Government securities2015-12-31$45,258
Income. Interest from corporate debt instruments2015-12-31$876,115
Value of interest in common/collective trusts at end of year2015-12-31$59,155,586
Value of interest in common/collective trusts at beginning of year2015-12-31$55,775,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,990,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,883,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,883,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$402
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$20,596,605
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$20,636,932
Asset value of US Government securities at end of year2015-12-31$1,046,439
Asset value of US Government securities at beginning of year2015-12-31$2,069,563
Net investment gain or loss from common/collective trusts2015-12-31$3,527,473
Net gain/loss from 103.12 investment entities2015-12-31$-40,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,036,393
Employer contributions (assets) at end of year2015-12-31$1,050,378
Employer contributions (assets) at beginning of year2015-12-31$769,434
Income. Dividends from common stock2015-12-31$746,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,005,213
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,037,373
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$2,490,294
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$12,159,239
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$13,809,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$26,212,422
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$28,143,784
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$154,293
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$151,153
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$46,460,261
Aggregate carrying amount (costs) on sale of assets2015-12-31$44,702,875
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2015-12-31131578842
2014 : MIDWEST PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,142,129
Total unrealized appreciation/depreciation of assets2014-12-31$-1,142,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$352,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$984,690
Total income from all sources (including contributions)2014-12-31$8,103,819
Total loss/gain on sale of assets2014-12-31$2,813,653
Total of all expenses incurred2014-12-31$8,860,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,908,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,233,017
Value of total assets at end of year2014-12-31$126,921,128
Value of total assets at beginning of year2014-12-31$128,309,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,951,553
Total interest from all sources2014-12-31$1,090,209
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$741,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$265,284
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,134,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$904,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$105,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$580,745
Other income not declared elsewhere2014-12-31$88,187
Administrative expenses (other) incurred2014-12-31$799,119
Liabilities. Value of operating payables at end of year2014-12-31$246,651
Liabilities. Value of operating payables at beginning of year2014-12-31$403,945
Total non interest bearing cash at end of year2014-12-31$57,050
Total non interest bearing cash at beginning of year2014-12-31$95,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-756,278
Value of net assets at end of year (total assets less liabilities)2014-12-31$126,568,769
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$127,325,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$887,150
Interest earned on other investments2014-12-31$6,280
Income. Interest from US Government securities2014-12-31$94,546
Income. Interest from corporate debt instruments2014-12-31$988,867
Value of interest in common/collective trusts at end of year2014-12-31$55,775,164
Value of interest in common/collective trusts at beginning of year2014-12-31$54,772,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,883,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,949,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,949,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$516
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$20,636,932
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$20,003,060
Asset value of US Government securities at end of year2014-12-31$2,069,563
Asset value of US Government securities at beginning of year2014-12-31$2,829,727
Net investment gain or loss from common/collective trusts2014-12-31$1,645,068
Net gain/loss from 103.12 investment entities2014-12-31$633,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,233,017
Employer contributions (assets) at end of year2014-12-31$769,434
Employer contributions (assets) at beginning of year2014-12-31$1,030,271
Income. Dividends from common stock2014-12-31$741,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,908,544
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$2,490,294
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$3,470,114
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$13,809,669
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$15,050,165
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$28,143,784
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$28,002,542
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$151,153
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$201,537
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$53,851,906
Aggregate carrying amount (costs) on sale of assets2014-12-31$51,038,253
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2014-12-31131578842
2013 : MIDWEST PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,268,013
Total unrealized appreciation/depreciation of assets2013-12-31$5,268,013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$984,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$541,625
Total income from all sources (including contributions)2013-12-31$21,640,376
Total loss/gain on sale of assets2013-12-31$1,428,234
Total of all expenses incurred2013-12-31$8,673,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,764,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,583,392
Value of total assets at end of year2013-12-31$128,309,737
Value of total assets at beginning of year2013-12-31$114,899,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,908,810
Total interest from all sources2013-12-31$1,244,520
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$635,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$229,128
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$43,376
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-31459914
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$904,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,087,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$580,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$314,734
Other income not declared elsewhere2013-12-31$70,469
Administrative expenses (other) incurred2013-12-31$807,741
Liabilities. Value of operating payables at end of year2013-12-31$403,945
Liabilities. Value of operating payables at beginning of year2013-12-31$226,891
Total non interest bearing cash at end of year2013-12-31$95,635
Total non interest bearing cash at beginning of year2013-12-31$16,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,967,309
Value of net assets at end of year (total assets less liabilities)2013-12-31$127,325,047
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,357,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$871,941
Income. Interest from US Government securities2013-12-31$128,504
Income. Interest from corporate debt instruments2013-12-31$1,109,310
Value of interest in common/collective trusts at end of year2013-12-31$54,772,395
Value of interest in common/collective trusts at beginning of year2013-12-31$48,968,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,949,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$16,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$16,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,706
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$20,003,060
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$17,397,371
Asset value of US Government securities at end of year2013-12-31$2,829,727
Asset value of US Government securities at beginning of year2013-12-31$5,320,774
Net investment gain or loss from common/collective trusts2013-12-31$7,804,971
Net gain/loss from 103.12 investment entities2013-12-31$2,605,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,583,392
Employer contributions (assets) at end of year2013-12-31$1,030,271
Employer contributions (assets) at beginning of year2013-12-31$123,863
Income. Dividends from common stock2013-12-31$635,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,764,257
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$3,470,114
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$3,419,330
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$15,050,165
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$15,342,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$28,002,542
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$22,911,379
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$201,537
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$251,921
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$52,192,096
Aggregate carrying amount (costs) on sale of assets2013-12-31$50,763,862
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2013-12-31131578842
2012 : MIDWEST PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,947,801
Total unrealized appreciation/depreciation of assets2012-12-31$3,947,801
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$541,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$746,690
Total income from all sources (including contributions)2012-12-31$15,782,630
Total loss/gain on sale of assets2012-12-31$1,025,847
Total of all expenses incurred2012-12-31$8,259,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,453,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,606,958
Value of total assets at end of year2012-12-31$114,899,363
Value of total assets at beginning of year2012-12-31$107,581,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,806,085
Total interest from all sources2012-12-31$1,443,872
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$651,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$259,238
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$43,376
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,087,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,259,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$314,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$421,287
Other income not declared elsewhere2012-12-31$32,048
Administrative expenses (other) incurred2012-12-31$771,998
Liabilities. Value of operating payables at end of year2012-12-31$226,891
Liabilities. Value of operating payables at beginning of year2012-12-31$325,403
Total non interest bearing cash at end of year2012-12-31$16,294
Total non interest bearing cash at beginning of year2012-12-31$36,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,522,790
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,357,738
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$106,834,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$774,849
Income. Interest from US Government securities2012-12-31$188,476
Income. Interest from corporate debt instruments2012-12-31$1,250,912
Value of interest in common/collective trusts at end of year2012-12-31$48,968,097
Value of interest in common/collective trusts at beginning of year2012-12-31$44,461,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$16,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$14,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$14,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,484
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$17,397,371
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$16,072,451
Asset value of US Government securities at end of year2012-12-31$5,320,774
Asset value of US Government securities at beginning of year2012-12-31$6,457,153
Net investment gain or loss from common/collective trusts2012-12-31$5,749,586
Net gain/loss from 103.12 investment entities2012-12-31$1,324,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,606,958
Employer contributions (assets) at end of year2012-12-31$123,863
Employer contributions (assets) at beginning of year2012-12-31$515,525
Income. Dividends from common stock2012-12-31$651,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,453,755
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$3,419,330
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$3,133,013
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$15,342,944
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$14,837,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$22,911,379
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$20,491,439
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$251,921
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$302,305
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$47,399,830
Aggregate carrying amount (costs) on sale of assets2012-12-31$46,373,983
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2012-12-31131578842
2011 : MIDWEST PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-110,308
Total unrealized appreciation/depreciation of assets2011-12-31$-110,308
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$746,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$647,180
Total income from all sources (including contributions)2011-12-31$2,622,225
Total loss/gain on sale of assets2011-12-31$279,618
Total of all expenses incurred2011-12-31$8,083,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,294,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,904,883
Value of total assets at end of year2011-12-31$94,228,218
Value of total assets at beginning of year2011-12-31$112,943,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,789,437
Total interest from all sources2011-12-31$1,740,692
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$494,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$268,680
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,259,798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,299,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$421,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$259,721
Other income not declared elsewhere2011-12-31$82,058
Administrative expenses (other) incurred2011-12-31$771,850
Liabilities. Value of operating payables at end of year2011-12-31$325,403
Liabilities. Value of operating payables at beginning of year2011-12-31$387,459
Total non interest bearing cash at end of year2011-12-31$36,484
Total non interest bearing cash at beginning of year2011-12-31$28,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,461,500
Value of net assets at end of year (total assets less liabilities)2011-12-31$93,481,528
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$112,296,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$748,907
Income. Interest from US Government securities2011-12-31$351,087
Income. Interest from corporate debt instruments2011-12-31$1,382,691
Value of interest in common/collective trusts at end of year2011-12-31$44,461,850
Value of interest in common/collective trusts at beginning of year2011-12-31$42,511,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$14,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$18,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$18,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,914
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$16,072,451
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$12,784,130
Asset value of US Government securities at end of year2011-12-31$6,457,153
Asset value of US Government securities at beginning of year2011-12-31$9,773,026
Net investment gain or loss from common/collective trusts2011-12-31$-1,057,184
Net gain/loss from 103.12 investment entities2011-12-31$-711,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,904,883
Employer contributions (assets) at end of year2011-12-31$515,525
Employer contributions (assets) at beginning of year2011-12-31$40,449
Income. Dividends from common stock2011-12-31$494,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,294,288
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$3,133,013
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$7,317,210
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,483,711
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$16,129,418
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$20,491,439
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$22,689,282
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$302,305
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$352,690
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$83,369,817
Aggregate carrying amount (costs) on sale of assets2011-12-31$83,090,199
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2011-12-31131578842
2010 : MIDWEST PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,177,551
Total unrealized appreciation/depreciation of assets2010-12-31$4,177,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$647,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,888,823
Total income from all sources (including contributions)2010-12-31$14,485,688
Total loss/gain on sale of assets2010-12-31$1,185,915
Total of all expenses incurred2010-12-31$7,650,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,955,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,363,516
Value of total assets at end of year2010-12-31$112,943,628
Value of total assets at beginning of year2010-12-31$107,349,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,694,431
Total interest from all sources2010-12-31$2,056,008
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$564,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$283,117
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,299,313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,022,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$259,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,570,989
Other income not declared elsewhere2010-12-31$178,057
Administrative expenses (other) incurred2010-12-31$778,514
Liabilities. Value of operating payables at end of year2010-12-31$387,459
Liabilities. Value of operating payables at beginning of year2010-12-31$317,834
Total non interest bearing cash at end of year2010-12-31$28,241
Total non interest bearing cash at beginning of year2010-12-31$9,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,835,600
Value of net assets at end of year (total assets less liabilities)2010-12-31$112,296,448
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$105,460,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$632,800
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$436,667
Income. Interest from corporate debt instruments2010-12-31$1,613,682
Value of interest in common/collective trusts at end of year2010-12-31$42,511,136
Value of interest in common/collective trusts at beginning of year2010-12-31$31,325,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$18,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$37,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$37,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,659
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$12,784,130
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$11,997,775
Asset value of US Government securities at end of year2010-12-31$9,773,026
Asset value of US Government securities at beginning of year2010-12-31$11,963,867
Net investment gain or loss from common/collective trusts2010-12-31$4,173,976
Net gain/loss from 103.12 investment entities2010-12-31$786,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,363,516
Employer contributions (assets) at end of year2010-12-31$40,449
Employer contributions (assets) at beginning of year2010-12-31$156,995
Income. Dividends from common stock2010-12-31$564,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,955,657
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$7,317,210
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$9,646,661
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$16,129,418
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$15,180,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$22,689,282
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$25,607,012
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$352,690
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$403,074
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$102,658,007
Aggregate carrying amount (costs) on sale of assets2010-12-31$101,472,092
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2010-12-31131578842

Form 5500 Responses for MIDWEST PENSION PLAN

2022: MIDWEST PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MIDWEST PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MIDWEST PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MIDWEST PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MIDWEST PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MIDWEST PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDWEST PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDWEST PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDWEST PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDWEST PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDWEST PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDWEST PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MIDWEST PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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