Plan5500

Saint Luke'S Health System — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Saint Luke'S Health System (EIN 43-1747502) is a plan sponsor located in Kansas City, MO with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
43-1747502
Location
Kansas City, MO
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Saint Luke'S Health System

  • 3 loaded plans hold $1.3B in reported assets.
  • The largest, Saint Luke'S 403(B) Plan, holds 66% of this company's reported plan assets.
  • Plans cover 39,664 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3BSummed across loaded plans$1,258,517,296
Total reported assets$1.3B$1,258,517,296
Total reported participants39.7K39,664
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3B total assets
Net assets$1.3BLiabilities$0
Contributions & income
Employer contributions$41.2M
Participant contributions$80.3M
Total income / additions$313.1M
Expenses & distributions
Benefits paid / distributions$75.2M
Total expenses$76.8M
Net increase / (decrease)$236.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets66%Saint Luke'S 403(B) Plan
Participants per plan13,221Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Saint Luke'S 403(B) Plan$831.1M
    Plan #004 · 16,348 participants · 2023
  2. 2
    Saint Luke'S Retirement Balance And Matching Plan$427.4M
    Plan #003 · 14,204 participants · 2023
  3. 3
    Saint Luke'S Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 9,112 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Saint Luke'S Health System. Open one for its full reported snapshot.

  1. 2023
    Saint Luke'S Employee Welfare Benefit Plan9,112 participants · 2No schedules
    View filing →
  2. 2023
    Saint Luke'S 403(B) Plan16,348 participants · 2Sch HSch C
    View filing →
  3. 2023
    Saint Luke'S Retirement Balance And Matching Plan14,204 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Saint Luke'S Health System report on Form 5500?
Saint Luke'S Health System (EIN 43-1747502) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Saint Luke'S Health System?
The Employer Identification Number (EIN) reported for Saint Luke'S Health System is 43-1747502.
What is the latest Form 5500 filing year for Saint Luke'S Health System?
The latest loaded Form 5500 filing year for Saint Luke'S Health System is 2023.

Related Form 5500 pages