St. Paul Elec Workers Regular Vacation And Holiday Trust — Form 5500 plan (Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust)
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 Elec Workers Regular Vacation And Holiday Trust is a benefit plan reported by Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust under EIN 41-6219001 and plan number 505. The latest loaded filing year is 2023. The filing reports 1,497 participants and $22,086,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust
- EIN
- 41-6219001
- Plan number
- 505
- Plan type
- 1
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 1,497
- End-of-year plan assets
- $22,086,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,497 | H, C | 20250618155351NAL0006591506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,086,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,086,874
- Net assets (BOY)
- $20,056,322
Income & contributions
- Employer contributions
- $16,718,611
- Total contributions
- $16,718,611
- Total income / additions
- $18,150,258
Expenses & distributions
- Benefits paid
- $15,954,255
- Administrative expenses
- $165,451
- Total expenses
- $16,119,706
- Net increase / (decrease)
- $2,030,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $98,776 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $16,380 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors | NONE | $15,732 | $0 | 2023 |
| Hightower Advisory | NONE | $11,534 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $7,245 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $2,691 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust
- 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
- Cliftonlarsonallen Llp — Schedule C compensation
- Madison Investment Advisors — Schedule C compensation
- Hightower Advisory — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Us Bank National Association — Schedule C compensation