2023 Form 5500 filing — St. Luke'S Health Network 403(B) 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 20241007171955NAL0015556449001) for St. Luke'S Health Network 403(B) Plan, reported by St. Luke'S Health Network, Inc. under EIN 23-1352213 and plan number 003. It reports 21,929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007171955NAL0015556449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Luke'S Health Network, Inc.
- EIN
- 23-1352213
- Plan number
- 003
- Location
- Allentown, PA
- Participants
- 21,929
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $655,571,715
- Net assets (EOY)
- $655,571,715
- Employer contributions
- $16,065
- Participant contributions
- $90,882,765
- Total income / additions
- $187,859,637
- Benefits paid
- $34,768,742
- Administrative expenses
- $886,935
- Total expenses
- $35,681,063
- Net increase / (decrease)
- $152,178,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $886,935 | $0 |