MIDWEST INSTITUTIONAL TRUST COMPANY
trustee15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served52+51 YoYRank #416 of mapped providers
Assets under administration$24.4B0.0%Market share · rank #925
Fees received$4MMedian $44,412/planSum across Schedule C direct + indirect
Net wins YoY+4343 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MIDWEST INSTITUTIONAL TRUST COMPANY plan look like?
Service mix · median fees per plan
Count of plans where MIDWEST INSTITUTIONAL TRUST COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Securities brokerage commissions and fees; Distribution (12b-1) fees; Float revenue; Finders' fees / placement fees; Other investment fees and expenses; Custodial (securities)Code 19 | 32 | $51,908 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 21 | 13 | $36,591 | |
Accounting (including auditing); Custodial (other than securities); Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Claims processingCode 10 | 1 | $34,125 | |
Trustee (bank, trust company, or similar financial institution); Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 13 | 1 | $31,495 | |
Plan Administrator; Direct payment from the planCode 14 | 1 | $29,512 | |
Trustee (bank, trust company, or similar financial institution); Custodial (securities); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $77,233 | |
Investment management; Custodial (other than securities); Distribution (12b-1) fees; Securities brokerage commissions and fees; Finders' fees / placement fees; Investment management fees paid directly by plan; Float revenue; Direct payment from the planCode 18 | 1 | $31,500 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $26,618 |
Competitor overlap
Percent of MIDWEST INSTITUTIONAL TRUST COMPANY's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MIDWEST INSTITUTIONAL TRUST COMPANY.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | BMO Harris Bank N.A. | $1.9B |
HARLEY-DAVIDSON MOTOR COMPANY, INCWI · 391972791-001 | BMO Bank N.A. | $1.9B |
KOHLER CO. & SUBSIDIARIESWI · 390402810-004 | BMO Harris Bank N.A. | $1.7B |
TRUSTEES OF THE ROCKY MOUNTAIN UFCW PENSION PLAN C/O ZENITH AMERICAN SCO · 846045986-001 | Panagora Asset Management | $1.3B |
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLANMD · 516029896-001 | WALTER S. PAPPAS | $928M |
BD OF TRUSTEES PDC PENSION FUNDMA · 046043807-001 | PDC ADMINISTRATIVE FUND | $761M |
ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN BOARD OF TRUSTEESWI · 391291994-002 | New Tower Trust Company | $598M |
I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUSTNV · 886023284-001 | Bernzott Capital Advisors | $552M |
I.B.E.W. BOARD OF TRUSTEES FOR LOCAL NO 357 PENSION TRUSTNV · 886023284-002 | BMO Harris Bank N.A. | $545M |
BOARD OF TRUSTEES CEMENT MASONS' PENSION FUNDIL · 516034597-001 | BMO Harris Bank N.A. | $541M |
Plans lost in 2024
Appeared last year under MIDWEST INSTITUTIONAL TRUST COMPANY; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | $1.9B | 15,670 | $491,903 | 1y | - |
HARLEY-DAVIDSON MOTOR COMPANY, INCWI · 391972791-001 | $1.9B | 7,834 | $406,089 | 1y | 1 |
BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PEMI · 516123713-001 | $1.8B | 13,860 | $273,075 | 1y | - |
KOHLER CO. & SUBSIDIARIESWI · 390402810-004 | $1.7B | 23,486 | $229,731 | 1y | - |
TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A.IL · 366489579-001 | $1.7B | 9,502 | $114,316 | 1y | - |
TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION TRUSTMN · 416131800-001 | $1.6B | 9,553 | $125,711 | 1y | - |
TRUSTEES OF THE ROCKY MOUNTAIN UFCW PENSION PLAN C/O ZENITH AMERICAN SCO · 846045986-001 | $1.3B | 68,000 | $62,578 | 1y | - |
BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FDIL · 516030238-001 | $1.2B | 6,443 | $102,833 | 1y | - |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401KMN · 411760754-002 | $1.2B | 6,319 | $87,357 | 1y | 1 |
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLANMD · 516029896-001 | $928M | 5,626 | $22,219 | 1y | - |
Flag exposure
92.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (15)
Raw Schedule C names collapsed into MIDWEST INSTITUTIONAL TRUST COMPANY.
- FIDELITY INVESTMENTS FIRST CO
- FIDELITY INVESTMENTS IIOC
- FIDELITY INVESTMENTS INBSTITUTIONAL
- FIDELITY INVESTMENTS INS.
- MIDWEST INST TRUST COMPANY
- MIDWEST INST. (BMO HARRIS BANK)
- MIDWEST INST. TRUST COMPANY
- MIDWEST INSTITUTIONAL TRUST
- MIDWEST INSTITUTIONAL TRUST CO
- MIDWEST INSTITUTIONAL TRUST CO.
- MIDWEST INSTITUTIONAL TRUST COMPANY
- MIDWEST INSTITUTIONAL TRUST SERVICE
- MIDWEST INTERNATIONAL TRUST COMPANY
- MIDWEST TRUST
- MIDWEST TRUST COMPANY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MIDWEST INSTITUTIONAL TRUST COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 1.92% | 7.76% | -5.84 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 1.92% | 1.71% | +0.21 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 1.92% | 1.76% | +0.16 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MIDWEST INSTITUTIONAL TRUST COMPANY. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on MIDWEST INSTITUTIONAL TRUST COMPANY's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| The Segal Company | 11 | 21.1% |
| Marquette Associates | 10 | 19.2% |
| ULLICO Inc | 9 | 17.3% |
| American Realty Advisors | 7 | 13.5% |
| Inter-Continental Real Estate Corp | 7 | 13.5% |
| Loomis Sayles | 7 | 13.5% |
| LSV Asset Management | 6 | 11.5% |
| National Investment Services | 6 | 11.5% |
| Milliman | 5 | 9.6% |
| WTW | 5 | 9.6% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).