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Original filing (PDF)20250618155216NAL0002623009001
TRUSTEES ST. PAUL ELECTRICAL WORKERS HEALTH PLAN
Form 5500
FILING_RECEIVED
ST. PAUL ELECTRICAL WORKERS' HEALTH PLAN
Health & welfare plan
Signals · 3
~166 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
2,056
Accounts w/ balance
—
Plan assets (EOY)
$150.8M
Net assets (EOY)
$145.4M
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
- 166 bps in Schedule C fees — 1557% 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 ST. PAUL ELECTRICAL WORKERS HEALTH PLAN.
Plan sponsor
Name
TRUSTEES ST. PAUL ELECTRICAL WORKERS HEALTH PLAN
EIN
41-1365924
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
501
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)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $1.0M | — |
| UMR, INC | 39-1995276 | — | NONE | $745K | — |
| CVS CAREMARK | 75-2882129 | — | NONE | $134K | — |
| MADISON INVESTMENT ADVISORS. LLC | 39-1194160 | — | NONE | $121K | — |
| SHUMAKER, LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $114K | — |
| HIGHTOWER ADVISORY | 36-4500709 | — | NONE | $103K | — |
| STRATACOR | 41-1852523 | — | NONE | $63K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $60K | — |
| HONSA-BINDER PRINTING | 41-1605232 | — | NONE | $47K | — |
| CLIFTONLARSONALLEN | 41-0746749 | — | NONE | $32K | — |
| VSP | 06-1227840 | — | NONE | $31K | — |
| SWORD HEALTH TECHNOLOGIES, INC. | 41-1654544 | DRAPER, UT | NONE | $26K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $12K | — |
| LABOR FIRST, LLC | 06-1750191 | — | NONE | $0 | — |
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.