2023 Form 5500 filing — Pension Plan For Employees Of St. Lukes Hospital Of Duluth
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 20241010090755NAL0033665472001) for Pension Plan For Employees Of St. Lukes Hospital Of Duluth, reported by St. Lukes Hospital Of Duluth under EIN 41-0714079 and plan number 002. It reports 1,309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090755NAL0033665472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Lukes Hospital Of Duluth
- EIN
- 41-0714079
- Plan number
- 002
- Location
- Duluth, MN
- Participants
- 1,309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,150,660
- Total liabilities (EOY)
- $3,706
- Net assets (EOY)
- $132,146,954
- Total income / additions
- $13,630,083
- Benefits paid
- $9,038,097
- Administrative expenses
- $348,280
- Total expenses
- $9,386,377
- Net increase / (decrease)
- $4,243,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slc Management | INV ADVISOR | $348,280 | not reported in the loaded dataset |