2023 Form 5500 filing — St. Luke'S Health System Basic 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 20241009122548NAL0031137776001) for St. Luke'S Health System Basic Pension Plan, reported by St. Luke'S Health System, Ltd. under EIN 56-2570681 and plan number 002. It reports 934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009122548NAL0031137776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Luke'S Health System, Ltd.
- EIN
- 56-2570681
- Plan number
- 002
- Location
- Boise, ID
- Participants
- 934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,694,771
- Total liabilities (EOY)
- $36,102
- Net assets (EOY)
- $153,658,669
- Employer contributions
- $7,000,000
- Total income / additions
- $20,550,647
- Benefits paid
- $10,436,547
- Administrative expenses
- $511,361
- Total expenses
- $10,947,908
- Net increase / (decrease)
- $9,602,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Human Resource Consulting | ACTUARY | $162,997 | not reported in the loaded dataset |
| Us Bank National Association | CORP TRUSTEE | $65,572 | not reported in the loaded dataset |
| Rvk | INVESTMENT CONSULTANT | $46,885 | not reported in the loaded dataset |
| Silchester Tobacco Free | INVESTMENT PROVIDER | $25,269 | not reported in the loaded dataset |
| Eide Bailly | ACCOUNTANT | $14,850 | not reported in the loaded dataset |
| American Core Realty Fund, LLC | INVESTMENT PROVIDER | $11,133 | not reported in the loaded dataset |
| Barrow, Hanley, Mewhinney, Strauss | INVESTMENT PROVIDER | $5,337 | not reported in the loaded dataset |
| Littler Mendelson, P.C. | LEGAL | $1,521 | not reported in the loaded dataset |