2023 Form 5500 filing — Retirement Medical Funding Plan For St. Paul Electrical Workers
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 20250618155804NAL0002630433001) for Retirement Medical Funding Plan For St. Paul Electrical Workers, reported by Trustees Retirement Medical Funding Plan For St. Paul Electrical Worke under EIN 41-1334004 and plan number 504. It reports 2,252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250618155804NAL0002630433001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Retirement Medical Funding Plan For St. Paul Electrical Worke
- EIN
- 41-1334004
- Plan number
- 504
- Location
- St. Paul, MN
- Participants
- 2,252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,477,437
- Total liabilities (EOY)
- $19,404,490
- Net assets (EOY)
- $201,072,947
- Employer contributions
- $5,613,078
- Total income / additions
- $40,870,678
- Benefits paid
- $4,362,196
- Administrative expenses
- $895,638
- Total expenses
- $5,257,834
- Net increase / (decrease)
- $35,612,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $189,303 | not reported in the loaded dataset |
| Fiduciary Management, Inc. | NONE | $117,084 | $0 |
| Madison Investment Advisors, LLC | NONE | $101,066 | $0 |
| Segall Bryant & Hamill | NONE | $89,080 | $0 |
| Deprince, Race & Zollo, Inc. | NONE | $88,091 | $0 |
| Hightower Advisory | NONE | $63,167 | not reported in the loaded dataset |
| Dearborn Partners, LLC | NONE | $57,557 | not reported in the loaded dataset |
| Quest Investment Management | NONE | $52,343 | $0 |
| Great Lakes Advisors | NONE | $30,088 | $0 |
| Us Bank | NONE | $27,164 | $0 |
| Cliftonlarsonallen Llp | NONE | $17,430 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick | NONE | $9,942 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $5,000 | not reported in the loaded dataset |