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Original filing (PDF)20250619103713NAL0007800290001
TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSION
Form 5500
FILING_RECEIVED
ST. PAUL ELECTRICAL CONSTRUCTION WORKERS SUPPLEMENTAL PENSION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed18 service providers
Active participants
2,787
Accounts w/ balance
3,052
Plan assets (EOY)
$292.4M
Net assets (EOY)
$272.6M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 39 bps in Schedule C fees — 288% 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 CONSTRUCTIO WORKERS SUPPLEMENTAL PENSION.
Plan sponsor
Name
TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSION
EIN
41-6046858
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
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-19
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEVY CHASE TRUST | 52-2037618 | — | NONE | $131K | — |
| FIDUCIARY MANAGEMENT, INC. | 39-1346018 | — | NONE | $129K | — |
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $102K | — |
| DEPRINCE RACE & ZOLLO | 59-3299598 | — | NONE | $96K | — |
| DEARBORN PARTNERS LLC | 36-4145621 | — | NONE | $77K | — |
| SEGALL BRYANT & HAMILL, LLC | 35-2679129 | — | NONE | $76K | — |
| HIGHTOWER ADVISORY | 36-4500709 | — | NONE | $75K | — |
| QUEST INVESTMENT MANAGEMENT | 93-0880854 | — | NONE | $69K | — |
| NATIONAL REAL ESTATE ADVISORS, LLC | 26-2237421 | — | NONE | $58K | — |
| LOOMIS SAYLES & COMPANY LP | 04-3200030 | — | NONE | $52K | — |
| NEWTOWER MANAGEMENT, LLC | 30-0872522 | — | NONE | $48K | — |
| GREAT LAKES ADVISORS | 80-0292839 | — | NONE | $47K | — |
| MADISON INVESTMENT ADVISORS, LCC | 39-1194160 | — | NONE | $45K | — |
| US BANK | 31-0841368 | — | NONE | $44K | — |
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | NONE | $24K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $24K | — |
| AFL-CIO HOUSING INVESTMENT TRUST | 52-6220193 | — | NONE | $23K | — |
| SHUMAKER, LOOP & KENDRICK | 34-4439491 | — | NONE | $14K | — |
Investments
5 pooled funds· $47.1M(16% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBEW-NECA STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 93-6223188 / PN 001 | Common Collective Trust | $13.1M | 4.5% |
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | $12.0M | 4.1% |
| ALLSPRING SPECIAL MID CAP VALUE CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | $10.7M | 3.7% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $7.5M | 2.6% |
| SB&H COLLECTIVE INVESTMENT TRUST SEI TRUST COMPANY · EIN 81-0835598 / PN 090 | Common Collective Trust | $3.7M | 1.3% |