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Original filing (PDF)20250618155351NAL0006591506001
TRUSTEES ST. PAUL ELECTRICAL WORKERS REGULAR VACATION HOLIDAY TRUST
Form 5500
FILING_RECEIVED
ST. PAUL ELEC WORKERS REGULAR VACATION AND HOLIDAY TRUST
Health & welfare plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
1,550
Accounts w/ balance
—
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
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
- 69 bps in Schedule C fees — 138% above peer band of 29 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 REGULAR VACATION HOLIDAY TRUST.
Plan sponsor
Name
TRUSTEES ST. PAUL ELECTRICAL WORKERS REGULAR VACATION HOLIDAY TRUST
EIN
41-6219001
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
505
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-18
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $99K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $16K | — |
| MADISON INVESTMENT ADVISORS | 39-1194160 | — | NONE | $16K | — |
| HIGHTOWER ADVISORY | 36-4500709 | — | NONE | $12K | — |
| SHUMAKER, LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $7K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $3K | — |
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.