St. Paul Electrical Construction Workers Supplemental Pension Plan — Form 5500 plan (Trustees St. Paul Electrical Constructio Workers Supplemental Pension)

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 Construction Workers Supplemental Pension Plan is a benefit plan reported by Trustees St. Paul Electrical Constructio Workers Supplemental Pension under EIN 41-6046858 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,589 participants and $292,436,249 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees St. Paul Electrical Constructio Workers Supplemental Pension
EIN
41-6046858
Plan number
003
Plan type
1
Location
St. Paul, MN
Latest filing year
2023
Participants
3,589
End-of-year plan assets
$292,436,249

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,589H, C20250619103713NAL0007800290001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$292,436,249
Total liabilities (EOY)
$19,793,971
Net assets (EOY)
$272,642,278
Net assets (BOY)
$235,220,017

Income & contributions

Employer contributions
$15,418,573
Total contributions
$15,418,573
Total income / additions
$55,291,009

Expenses & distributions

Benefits paid
$16,658,747
Administrative expenses
$1,210,001
Total expenses
$17,868,748
Net increase / (decrease)
$37,422,261

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Chevy Chase TrustNONE$130,587$02023
Fiduciary Management, Inc.NONE$129,010$02023
Wilson-Mcshane CorporationNONE$102,403not reported in the loaded dataset2023
Deprince Race & ZolloNONE$95,822$02023
Dearborn Partners LLCNONE$76,922not reported in the loaded dataset2023
Segall Bryant & Hamill, LLCNONE$76,346$02023
Hightower AdvisoryNONE$74,625not reported in the loaded dataset2023
Quest Investment ManagementNONE$69,492$02023
National Real Estate Advisors, LLCNONE$57,811not reported in the loaded dataset2023
Loomis Sayles & Company LpNONE$52,274not reported in the loaded dataset2023
Newtower Management, LLCNONE$48,493not reported in the loaded dataset2023
Great Lakes AdvisorsNONE$47,167$02023
Madison Investment Advisors, LccNONE$44,832$02023
Us BankNONE$44,033$02023
Mariner Institutional, LLCNONE$24,150not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$23,940not reported in the loaded dataset2023
Afl-Cio Housing Investment TrustNONE$22,535$02023
Shumaker, Loop & KendrickNONE$14,249not reported in the loaded dataset2023

Related Form 5500 pages