2023 Form 5500 filing — St. Paul Elec Workers Regular Vacation And Holiday Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250618155351NAL0006591506001) for St. Paul Elec Workers Regular Vacation And Holiday Trust, reported by Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust under EIN 41-6219001 and plan number 505. It reports 1,497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250618155351NAL0006591506001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust
- EIN
- 41-6219001
- Plan number
- 505
- Location
- St. Paul, MN
- Participants
- 1,497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,086,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,086,874
- Employer contributions
- $16,718,611
- Total income / additions
- $18,150,258
- Benefits paid
- $15,954,255
- Administrative expenses
- $165,451
- Total expenses
- $16,119,706
- Net increase / (decrease)
- $2,030,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $98,776 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $16,380 | not reported in the loaded dataset |
| Madison Investment Advisors | NONE | $15,732 | $0 |
| Hightower Advisory | NONE | $11,534 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $7,245 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $2,691 | $0 |