2023 Form 5500 filing — St. Paul Electrical Workers' Health Plan

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 20250618155216NAL0002623009001) for St. Paul Electrical Workers' Health Plan, reported by Trustees St. Paul Electrical Workers Health Plan under EIN 41-1365924 and plan number 501. It reports 3,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250618155216NAL0002623009001
Filing year
2023
Form type
1
Plan sponsor
Trustees St. Paul Electrical Workers Health Plan
EIN
41-1365924
Plan number
501
Location
St. Paul, MN
Participants
3,139
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$150,797,152
Total liabilities (EOY)
$5,359,962
Net assets (EOY)
$145,437,190
Employer contributions
$49,486,868
Participant contributions
$3,234,333
Total income / additions
$74,111,058
Benefits paid
$52,204,448
Administrative expenses
$1,232,197
Total expenses
$53,436,645
Net increase / (decrease)
$20,674,413
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wilson-Mcshane CorporationNONE$1,009,841not reported in the loaded dataset
Umr, IncNONE$744,982$29,536
Labor First, LLCNONE$0$574,466
Cvs CaremarkNONE$133,552not reported in the loaded dataset
Madison Investment Advisors. LLCNONE$121,340$0
Shumaker, Loop & Kendrick, LlpNONE$114,172not reported in the loaded dataset
Hightower AdvisoryNONE$102,770not reported in the loaded dataset
StratacorNONE$63,321not reported in the loaded dataset
United Actuarial ServicesNONE$59,500not reported in the loaded dataset
Honsa-Binder PrintingNONE$47,409not reported in the loaded dataset
CliftonlarsonallenNONE$31,920not reported in the loaded dataset
VspNONE$31,137not reported in the loaded dataset
Sword Health Technologies, Inc.NONE$26,190not reported in the loaded dataset
Us Bank National AssociationNONE$12,069$0

Related Form 5500 pages