Providers › Trustee and custodial
Service provider · Schedule C, plan year 2024
Midwest Institutional Trust Company
Most often reported for trustee and custodial
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 34 retirement plans with 100 or more participants reported paying Midwest Institutional Trust Company $5,000 or more. Those plans cover 154,654 participant records, and the service most often reported is trustee and custodial.
Reported compensation from those plans, direct and indirect, totalled $3.1M. Per plan, the median was $18.90 per participant, with the middle half of plans between $10.75 and $49.77. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Wisconsin (11), Illinois (9) and Nevada (3).
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $10.75 | $18.90 | $49.77 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Kohler Co. Pension Plan | Kohler Co. & Subsidiaries | WI | 23,486 | $1.75B | $230K |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | BD of Trustees Local 705 I.B. of T. Pension Trust Fund | IL | 15,670 | $1.88B | $492K |
| Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund | Board of Trustees Indiana/kentucky/ohio Regional Council Carpenters Pe | MI | 13,860 | $1.78B | $273K |
| Pipe Trades Services MN Pension Fund | Trustees of the Pipe Trades Services MN Pension Trust | MN | 9,553 | $1.57B | $126K |
| Harley-Davidson Retirement Plan | Harley-Davidson Motor Company, Inc. | WI | 7,834 | $1.85B | $406K |
| I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B | I.B.E.W. Board of Trustees for Local No 357 Pension Trust | NV | 7,275 | $545M | $29K |
| Chicago Painters and Decorators Pension Fund | Board of Trustees of Chicago Painters and Decorators Pension FD | IL | 6,443 | $1.20B | $103K |
| Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan | Trustees Electrical Workers Local NO.292 Defined Contribution and 401(k) | MN | 6,319 | $1.19B | $87K |
| Painters and Allied Trades District Council NO.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | MA | 6,176 | $525M | $51K |
| Nevada Resort Association IATSE Local 720 Retirement Plan | Nevada Resort Association IATSE Local 720 Retirement Plan, Board of TR | NV | 6,130 | $241M | $53K |
| Northern Mn-Wi Area Retail Clerks Pension Fund | Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund | MN | 6,012 | $136M | $35K |
| Sheet Metal Workers' Local 73 Pension Fund | Board of Trustees of the Sheet Metal Workers 73 Pension Fund | IL | 5,310 | $784M | $53K |
| Administrative District Council 1 Pension Fund | Board of Trustees of Administrative District Council 1 Pension Fund | IL | 5,273 | $543M | $21K |
| Electrical Construction Industry Pension Plan | Electrical Construction Industry Pension Plan Board of Trustees | WI | 4,993 | $651M | $22K |
| American Maritime Officers Pension Plan | The Board of Trustees American Maritime Officers Pension Plan | FL | 4,385 | $758M | $76K |
| Roofers Pension Fund | Board of Trustees of Roofers Pension Fund | IL | 4,154 | $529M | $53K |
| Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525 | Joint Gov. Comm. Plumbers and Pipefitters Local Union No. 525 | NV | 3,727 | $455M | $51K |
| Pension Fund of Cement Masons Union Local No. 502 | Board of Trustees Cement Masons' Pension Fund | IL | 3,202 | $540M | $109K |
| Mo-Kan Iron Workers Pension Fund | Joint Board of Trustees Mo-Kan Iron Workers Pension Plan | MO | 2,328 | $266M | $32K |
| Discovery Energy Pension Plan | Discovery Energy, LLC | WI | 1,793 | $11.6M | $115K |
| The Manitowoc Company, Inc. Pension Plan | The Manitowoc Company, Inc. | WI | 1,589 | $85.0M | $47K |
| Heat & Frost Insulators and Allied Workers Local 6 Pension Fund | BD of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Pen | MA | 1,514 | $163M | $62K |
| Chicago Tile Institute Pension Fund | Board of Trustees - Chicago Tile Institute Pension Fund | IL | 1,459 | $173M | $45K |
| Employers and Cement Masons Local 90 Pension Plan | Employers and Cement Masons Local 90 Pension Plan | IL | 1,273 | $77.3M | $41K |
| The Pension Trust Estate for Shopmen's Local Union No. 473 | BD Trustees PN TR Estate Local 473 | IL | 960 | $6.5M | $7,657 |
| Employees' Retirement Plan of Green Mountain Power Corporation | Green Mountain Power Corporation | VT | 904 | $149M | $72K |
| Twin Disc, Inc. Combined Retirement Plan for Racine Hourly and Salaried Employees | Twin Disc, Incorporated | WI | 851 | $51.4M | $15K |
| Strand Associates, Inc. Employees Profit Sharing Trust | Strand Associates, Inc. | WI | 558 | $190M | $178K |
| Employees' Retirement Plan of Proskauer Rose LLP | Proskauer Rose LLP | NY | 553 | $53.8M | $24K |
| Scientific Protein Laboratories LLC Pension Plan | Scientific Protein Laboratories LLC | WI | 270 | $16.8M | $54K |
| Hoffmaster Group Consolidated Pension Plan | Hoffmaster Group, Inc. | WI | 226 | $8.2M | $22K |
| Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust | Rodey Dickason Sloan Akin & Robb PA | NM | 208 | $104M | $37K |
| Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees | Unit Drop Forge Co., Inc. | WI | 190 | $11.4M | $37K |
| Wisconsin Alumni Research Foundation Pension Plan | Wisconsin Alumni Research Foundation | WI | 176 | $48.5M | $34K |
Questions and answers
How many plans does Midwest Institutional Trust Company serve?
34 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Midwest Institutional Trust Company?
The median plan reported $18.90 per participant in direct and indirect compensation (34 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Custodial (securities) (22 plans), Trustee (bank, trust company, or similar financial institution) (13 plans), Investment management (6 plans) and Custodial (other than securities) (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.