Plan5500

Pension Plan For Employees Of St. Lukes Hospital Of Duluth — Form 5500 plan (St. Lukes Hospital Of Duluth)

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, Pension Plan For Employees Of St. Lukes Hospital Of Duluth is a benefit plan reported by St. Lukes Hospital Of Duluth under EIN 41-0714079 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,309 participants and $132,150,660 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Lukes Hospital Of Duluth
EIN
41-0714079
Plan number
002
Plan type
2
Location
Duluth, MN
Latest filing year
2023
Participants
1,309
End-of-year plan assets
$132,150,660

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,309H, C20241010090755NAL0033665472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$132,150,660
Total liabilities (EOY)
$3,706
Net assets (EOY)
$132,146,954
Net assets (BOY)
$127,903,248

Income & contributions

Total contributions
$0
Total income / additions
$13,630,083

Expenses & distributions

Benefits paid
$9,038,097
Administrative expenses
$348,280
Total expenses
$9,386,377
Net increase / (decrease)
$4,243,706

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slc ManagementINV ADVISOR$348,280not reported in the loaded dataset2023

Related Form 5500 pages