St. Luke'S Health Network 403(B) Plan — Form 5500 plan (St. Luke'S Health Network, Inc.)

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 Network 403(B) Plan is a benefit plan reported by St. Luke'S Health Network, Inc. under EIN 23-1352213 and plan number 003. The latest loaded filing year is 2023. The filing reports 21,929 participants and $655,571,715 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Luke'S Health Network, Inc.
EIN
23-1352213
Plan number
003
Plan type
2
Location
Allentown, PA
Latest filing year
2023
Participants
21,929
End-of-year plan assets
$655,571,715

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321,929H, C20241007171955NAL0015556449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$655,571,715
Net assets (EOY)
$655,571,715
Net assets (BOY)
$503,393,141

Income & contributions

Employer contributions
$16,065
Participant contributions
$90,882,765
Total contributions
$96,314,354
Total income / additions
$187,859,637

Expenses & distributions

Benefits paid
$34,768,742
Administrative expenses
$886,935
Total expenses
$35,681,063
Net increase / (decrease)
$152,178,574

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$886,935$02023

Related Form 5500 pages