2023 Form 5500 filing — St. Lukes Health Network Pension 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 20241007170932NAL0007805139001) for St. Lukes Health Network Pension Plan, reported by St Lukes University Health Network under EIN 23-1352213 and plan number 001. It reports 4,740 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007170932NAL0007805139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St Lukes University Health Network
- EIN
- 23-1352213
- Plan number
- 001
- Location
- Allentown, PA
- Participants
- 4,740
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $476,339,370
- Net assets (EOY)
- $476,339,370
- Employer contributions
- $4,600,000
- Total income / additions
- $45,931,120
- Benefits paid
- $18,859,438
- Administrative expenses
- $583,301
- Total expenses
- $19,442,739
- Net increase / (decrease)
- $26,488,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $268,381 | $0 |
| Mercer | NONE | $264,243 | not reported in the loaded dataset |
| Vanguard | NONE | $50,677 | not reported in the loaded dataset |