2023 Form 5500 filing — St. Luke'S Foundation, Inc. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802132351NAL0024975377001) for St. Luke'S Foundation, Inc. Retirement Plan, reported by St. Lukes Foundation, Inc. under EIN 23-7099149 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240802132351NAL0024975377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Lukes Foundation, Inc.
- EIN
- 23-7099149
- Plan number
- 001
- Location
- New Canaan, CT
- Participants
- 273
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,937,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,937,080
- Employer contributions
- $1,113,722
- Participant contributions
- $1,304,357
- Total income / additions
- $9,011,842
- Benefits paid
- $5,650,028
- Administrative expenses
- $24,167
- Total expenses
- $5,674,195
- Net increase / (decrease)
- $3,337,647
- Schedule source
- Schedule H