Plan5500

St. Luke'S Health System Performance Incentive And 401(A) Matching 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. Luke'S Health System Performance Incentive And 401(A) Matching Plan is a benefit plan reported by St. Luke'S Health System, Ltd. under EIN 56-2570681 and plan number 004. The latest loaded filing year is 2023. The filing reports 23,572 participants and $671,847,604 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
004
Plan type
2
Location
Boise, ID
Latest filing year
2023
Participants
23,572
End-of-year plan assets
$671,847,604

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323,572H, C20241009123025NAL0009192339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$671,847,604
Total liabilities (EOY)
$0
Net assets (EOY)
$671,847,604
Net assets (BOY)
$561,868,199

Income & contributions

Employer contributions
$58,572,850
Total contributions
$58,572,850
Total income / additions
$155,569,875

Expenses & distributions

Benefits paid
$44,745,596
Administrative expenses
$844,874
Total expenses
$45,590,470
Net increase / (decrease)
$109,979,405

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invest Institutional OpsRECORDKEEPER$587,025not reported in the loaded dataset2023
Strategic Advisors, IncADVISOR$257,716not reported in the loaded dataset2023

Related Form 5500 pages