St. Paul Electrical Workers' Health Plan — Form 5500 plan (Trustees St. Paul Electrical Workers Health Plan)
Plain-English plan 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, St. Paul Electrical Workers' Health Plan is a benefit plan reported by Trustees St. Paul Electrical Workers Health Plan under EIN 41-1365924 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,139 participants and $150,797,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees St. Paul Electrical Workers Health Plan
- EIN
- 41-1365924
- Plan number
- 501
- Plan type
- 1
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 3,139
- End-of-year plan assets
- $150,797,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,139 | H, C | 20250618155216NAL0002623009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $150,797,152
- Total liabilities (EOY)
- $5,359,962
- Net assets (EOY)
- $145,437,190
- Net assets (BOY)
- $124,762,777
Income & contributions
- Employer contributions
- $49,486,868
- Participant contributions
- $3,234,333
- Total contributions
- $54,425,747
- Total income / additions
- $74,111,058
Expenses & distributions
- Benefits paid
- $52,204,448
- Administrative expenses
- $1,232,197
- Total expenses
- $53,436,645
- Net increase / (decrease)
- $20,674,413
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $1,009,841 | not reported in the loaded dataset | 2023 |
| Umr, Inc | NONE | $744,982 | $29,536 | 2023 |
| Labor First, LLC | NONE | $0 | $574,466 | 2023 |
| Cvs Caremark | NONE | $133,552 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors. LLC | NONE | $121,340 | $0 | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $114,172 | not reported in the loaded dataset | 2023 |
| Hightower Advisory | NONE | $102,770 | not reported in the loaded dataset | 2023 |
| Stratacor | NONE | $63,321 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $59,500 | not reported in the loaded dataset | 2023 |
| Honsa-Binder Printing | NONE | $47,409 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen | NONE | $31,920 | not reported in the loaded dataset | 2023 |
| Vsp | NONE | $31,137 | not reported in the loaded dataset | 2023 |
| Sword Health Technologies, Inc. | NONE | $26,190 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $12,069 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees St. Paul Electrical Workers Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Wilson-Mcshane Corporation — Schedule C compensation
- Umr, Inc — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Madison Investment Advisors. LLC — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Hightower Advisory — Schedule C compensation
- Stratacor — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Honsa-Binder Printing — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation
- Vsp — Schedule C compensation
- Sword Health Technologies, Inc. — Schedule C compensation
- Us Bank National Association — Schedule C compensation