Back to filter
Original filing (PDF)20250618155804NAL0002630433001
TRUSTEES RETIREMENT MEDICAL FUNDING PLAN FOR ST. PAUL ELECTRICAL WORKE
Form 5500
FILING_RECEIVED
RETIREMENT MEDICAL FUNDING PLAN FOR ST. PAUL ELECTRICAL WORKERS
Health & welfare plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
1,599
Accounts w/ balance
—
Plan assets (EOY)
$220.5M
Net assets (EOY)
$201.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — 284% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES RETIREMENT MEDICAL FUNDING PLAN FOR ST. PAUL ELECTRICAL WORKE.
Plan sponsor
Name
TRUSTEES RETIREMENT MEDICAL FUNDING PLAN FOR ST. PAUL ELECTRICAL WORKE
EIN
41-1334004
Address
1330 CONWAY STREET · SUITE 130 · ST. PAUL, MN · 55106
Phone
(651) 776-4239
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-18
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $189K | — |
| FIDUCIARY MANAGEMENT, INC. | 39-1346018 | — | NONE | $117K | — |
| MADISON INVESTMENT ADVISORS, LLC | 39-1194160 | — | NONE | $101K | — |
| SEGALL BRYANT & HAMILL | 41-1788385 | — | NONE | $89K | — |
| DEPRINCE, RACE & ZOLLO, INC. | 59-3299598 | — | NONE | $88K | — |
| HIGHTOWER ADVISORY | 36-4500709 | — | NONE | $63K | — |
| DEARBORN PARTNERS, LLC | 36-4145621 | — | NONE | $58K | — |
| QUEST INVESTMENT MANAGEMENT | 93-0880854 | — | NONE | $52K | — |
| GREAT LAKES ADVISORS | 80-0292839 | — | NONE | $30K | — |
| US BANK | 31-0841368 | — | NONE | $27K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $17K | — |
| SHUMAKER, LOOP & KENDRICK | 34-4439491 | — | NONE | $10K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.