St. Luke'S Health Network 401(K) 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 401(K) Plan is a benefit plan reported by St. Luke'S Health Network, Inc. under EIN 23-1352213 and plan number 004. The latest loaded filing year is 2023. The filing reports 960 participants and $36,339,352 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
004
Plan type
2
Location
Allentown, PA
Latest filing year
2023
Participants
960
End-of-year plan assets
$36,339,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023960H, C20241007171657NAL0028051216001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,339,352
Total liabilities (EOY)
$15,204
Net assets (EOY)
$36,324,148
Net assets (BOY)
$35,051,246

Income & contributions

Employer contributions
$8,290
Participant contributions
$68,768
Total contributions
$77,058
Total income / additions
$5,443,763

Expenses & distributions

Benefits paid
$2,172,954
Administrative expenses
$29,827
Total expenses
$2,208,835
Net increase / (decrease)
$3,234,928

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$29,827$02023

Related Form 5500 pages