2023 Form 5500 filing — St. Lukes Health Network Pension 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 20241007170932NAL0007805139001) for St. Lukes Health Network Pension Plan, reported by St Lukes University Health Network under EIN 23-1352213 and plan number 001. It reports 4,740 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$476.3MReported net assets$476,339,370
Participants4.7K4,740
Provider compensation$583.3K3 Schedule C row(s)$583,301
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007170932NAL0007805139001
- Plan sponsor
- St Lukes University Health Network
- EIN
- 23-1352213
- Plan number
- 001
- Location
- Allentown, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$476.3M total assets
Net assets$476.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $476,339,370
- Net assets (EOY)
- $476,339,370
- Employer contributions
- $4,600,000
- Total income / additions
- $45,931,120
- Benefits paid
- $18,859,438
- Administrative expenses
- $583,301
- Total expenses
- $19,442,739
- Net increase / (decrease)
- $26,488,381
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $268,381 | $0 |
| Mercer | NONE | $264,243 | not reported in the loaded dataset |
| Vanguard | NONE | $50,677 | not reported in the loaded dataset |