St. Lukes Health System Matched 403b Plan — Form 5500 plan (St. Luke'S Health System, Ltd.)
Plain-English plan 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, St. Lukes Health System Matched 403b Plan is a benefit plan reported by St. Luke'S Health System, Ltd. under EIN 56-2570681 and plan number 003. The latest loaded filing year is 2023. The filing reports 20,464 participants and $964,858,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Luke'S Health System, Ltd.
- EIN
- 56-2570681
- Plan number
- 003
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 20,464
- End-of-year plan assets
- $964,858,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,464 | H, C | 20241009123133NAL0019170625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $964,858,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $964,858,549
- Net assets (BOY)
- $771,593,986
Income & contributions
- Participant contributions
- $95,883,597
- Total contributions
- $109,670,664
- Total income / additions
- $261,057,679
Expenses & distributions
- Benefits paid
- $66,569,496
- Administrative expenses
- $754,601
- Total expenses
- $67,793,116
- Net increase / (decrease)
- $193,264,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $402,665 | not reported in the loaded dataset | 2023 |
| Fidelity Invest Ops Co, Inc. | RECORDKEEPER | $339,476 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance Co | SERVICE PROVIDER | $13,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Luke'S Health System, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Boise, ID
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Invest Ops Co, Inc. — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation