2023 Form 5500 filing — St. Lukes Health System Matched 403b 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 20241009123133NAL0019170625001) for St. Lukes Health System Matched 403b Plan, reported by St. Luke'S Health System, Ltd. under EIN 56-2570681 and plan number 003. It reports 20,464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123133NAL0019170625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Luke'S Health System, Ltd.
- EIN
- 56-2570681
- Plan number
- 003
- Location
- Boise, ID
- Participants
- 20,464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $964,858,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $964,858,549
- Participant contributions
- $95,883,597
- Total income / additions
- $261,057,679
- Benefits paid
- $66,569,496
- Administrative expenses
- $754,601
- Total expenses
- $67,793,116
- Net increase / (decrease)
- $193,264,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $402,665 | not reported in the loaded dataset |
| Fidelity Invest Ops Co, Inc. | RECORDKEEPER | $339,476 | not reported in the loaded dataset |
| Variable Annuity Life Insurance Co | SERVICE PROVIDER | $13,520 | not reported in the loaded dataset |