Commonspirit Health Erisa Retirement Plan — Form 5500 plan (Chi St. Luke'S Health)
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, Commonspirit Health Erisa Retirement Plan is a benefit plan reported by Chi St. Luke'S Health under EIN 76-0536232 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,643 participants and $67,945,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chi St. Luke'S Health
- EIN
- 76-0536232
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 9,643
- End-of-year plan assets
- $67,945,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,643 | H, C | 20241015183940NAL0029397921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,945,907
- Total liabilities (EOY)
- $2,135,204
- Net assets (EOY)
- $65,810,703
- Net assets (BOY)
- $512,336,227
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,540,323
Expenses & distributions
- Benefits paid
- $449,588,788
- Administrative expenses
- $5,477,059
- Total expenses
- $455,065,847
- Net increase / (decrease)
- -$446,525,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $3,327,723 | not reported in the loaded dataset | 2023 |
| Fidelity | NONE | $1,342,024 | not reported in the loaded dataset | 2023 |
| Blackrock Inst. Trust Company | NONE | $593,130 | not reported in the loaded dataset | 2023 |
| State Street | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Polsinelli | NONE | $69,198 | not reported in the loaded dataset | 2023 |
| K&L Gates | NONE | $40,363 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $5,385 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chi St. Luke'S Health
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Willis Towers Watson — Schedule C compensation
- Fidelity — Schedule C compensation
- Blackrock Inst. Trust Company — Schedule C compensation
- State Street — Schedule C compensation
- Polsinelli — Schedule C compensation
- K&L Gates — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation