Original filing (PDF)20250618155351NAL0006591506001

Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust

Name: Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust — Form 5500 Plan 505 (2023)
Creator: Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

St. Paul ELEC Workers Regular Vacation and Holiday Trust

Health & welfare plan · Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust's St. Paul ELEC Workers Regular Vacation and Holiday Trust held $22.1M in plan assets for 1,550 participants in 2023.

Signals · 2

58% in single holding6 service providers

Active participants

1,550

Accounts w/ balance

—

Plan assets (EOY)

$22.1M

Net assets (EOY)

$22.1M

People on this filing

Luke KUHL signed Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust's 2023 Form 5500 as plan administrator.

Luke KUHL — Plan Administrator — Form 5500 signer
James Schult — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust's EIN is 41-6219001.

EIN 41-6219001

Plan number 505

Plan year 2023

ACK ID 20250618155351NAL0006591506001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES ST. PAUL ELECTRICAL WORKERS REGULAR VACATION HOLIDAY TRUST.

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How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

TRUSTEES ST. PAUL ELECTRICAL WORKERS REGULAR VACATION HOLIDAY TRUST

EIN

all filings

Address

1330 CONWAY STREET · SUITE 130 · ST. PAUL, MN · 55106

Phone

(651) 776-4239

Industry

Finance & Insurance

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 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MADISON INVESTMENT ADVISORS	39-1194160	—	NONE	$16K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSON-MCSHANE CORPORATION	41-0956552	—	NONE	$99K	—

Investments

2 direct securities· $20.5M(93% of reported assets)

Other securities

$12.0M

1 holding

Cash / Money Market

$8.5M

1 holding

PI						% of plan
	Various From Attached Schedule	Other securities	—	$8.5M	$12.0M	54.3%
	St. Paul Federal Credit Union Interest Bearing Cash	Cash / Money Market	—	$8.5M	$8.5M	38.7%