Retirement Medical Funding Plan For St. Paul Electrical Workers — Form 5500 plan (Trustees Retirement Medical Funding Plan For St. Paul Electrical Worke)
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, Retirement Medical Funding Plan For St. Paul Electrical Workers is a benefit plan reported by Trustees Retirement Medical Funding Plan For St. Paul Electrical Worke under EIN 41-1334004 and plan number 504. The latest loaded filing year is 2023. The filing reports 2,252 participants and $220,477,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Retirement Medical Funding Plan For St. Paul Electrical Worke
- EIN
- 41-1334004
- Plan number
- 504
- Plan type
- 1
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 2,252
- End-of-year plan assets
- $220,477,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,252 | H, C | 20250618155804NAL0002630433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,477,437
- Total liabilities (EOY)
- $19,404,490
- Net assets (EOY)
- $201,072,947
- Net assets (BOY)
- $165,460,103
Income & contributions
- Employer contributions
- $5,613,078
- Total contributions
- $5,613,078
- Total income / additions
- $40,870,678
Expenses & distributions
- Benefits paid
- $4,362,196
- Administrative expenses
- $895,638
- Total expenses
- $5,257,834
- Net increase / (decrease)
- $35,612,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $189,303 | not reported in the loaded dataset | 2023 |
| Fiduciary Management, Inc. | NONE | $117,084 | $0 | 2023 |
| Madison Investment Advisors, LLC | NONE | $101,066 | $0 | 2023 |
| Segall Bryant & Hamill | NONE | $89,080 | $0 | 2023 |
| Deprince, Race & Zollo, Inc. | NONE | $88,091 | $0 | 2023 |
| Hightower Advisory | NONE | $63,167 | not reported in the loaded dataset | 2023 |
| Dearborn Partners, LLC | NONE | $57,557 | not reported in the loaded dataset | 2023 |
| Quest Investment Management | NONE | $52,343 | $0 | 2023 |
| Great Lakes Advisors | NONE | $30,088 | $0 | 2023 |
| Us Bank | NONE | $27,164 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $17,430 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick | NONE | $9,942 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Retirement Medical Funding Plan For St. Paul Electrical Worke
- 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
- Fiduciary Management, Inc. — Schedule C compensation
- Madison Investment Advisors, LLC — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Deprince, Race & Zollo, Inc. — Schedule C compensation
- Hightower Advisory — Schedule C compensation
- Dearborn Partners, LLC — Schedule C compensation
- Quest Investment Management — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Us Bank — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Shumaker, Loop & Kendrick — Schedule C compensation
- United Actuarial Services — Schedule C compensation