St. Luke'S Foundation, Inc. Retirement Plan — Form 5500 plan (St. Lukes Foundation, 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 Foundation, Inc. Retirement Plan is a benefit plan reported by St. Lukes Foundation, Inc. under EIN 23-7099149 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $41,937,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Lukes Foundation, Inc.
- EIN
- 23-7099149
- Plan number
- 001
- Plan type
- 2
- Location
- New Canaan, CT
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $41,937,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H | 20240802132351NAL0024975377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,937,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,937,080
- Net assets (BOY)
- $38,599,433
Income & contributions
- Employer contributions
- $1,113,722
- Participant contributions
- $1,304,357
- Total contributions
- $2,489,360
- Total income / additions
- $9,011,842
Expenses & distributions
- Benefits paid
- $5,650,028
- Administrative expenses
- $24,167
- Total expenses
- $5,674,195
- Net increase / (decrease)
- $3,337,647
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.