St. Luke'S Health System Basic Pension Plan — Form 5500 plan (St. Luke'S Health System, Ltd.)
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 System Basic Pension Plan is a benefit plan reported by St. Luke'S Health System, Ltd. under EIN 56-2570681 and plan number 002. The latest loaded filing year is 2023. The filing reports 934 participants and $153,694,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Luke'S Health System, Ltd.
- EIN
- 56-2570681
- Plan number
- 002
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 934
- End-of-year plan assets
- $153,694,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 934 | H, C | 20241009122548NAL0031137776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,694,771
- Total liabilities (EOY)
- $36,102
- Net assets (EOY)
- $153,658,669
- Net assets (BOY)
- $144,055,930
Income & contributions
- Employer contributions
- $7,000,000
- Total contributions
- $7,000,000
- Total income / additions
- $20,550,647
Expenses & distributions
- Benefits paid
- $10,436,547
- Administrative expenses
- $511,361
- Total expenses
- $10,947,908
- Net increase / (decrease)
- $9,602,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Human Resource Consulting | ACTUARY | $162,997 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | CORP TRUSTEE | $65,572 | not reported in the loaded dataset | 2023 |
| Rvk | INVESTMENT CONSULTANT | $46,885 | not reported in the loaded dataset | 2023 |
| Silchester Tobacco Free | INVESTMENT PROVIDER | $25,269 | not reported in the loaded dataset | 2023 |
| Eide Bailly | ACCOUNTANT | $14,850 | not reported in the loaded dataset | 2023 |
| American Core Realty Fund, LLC | INVESTMENT PROVIDER | $11,133 | not reported in the loaded dataset | 2023 |
| Barrow, Hanley, Mewhinney, Strauss | INVESTMENT PROVIDER | $5,337 | not reported in the loaded dataset | 2023 |
| Littler Mendelson, P.C. | LEGAL | $1,521 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Luke'S Health System, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Boise, ID
- Mercer Human Resource Consulting — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Rvk — Schedule C compensation
- Silchester Tobacco Free — Schedule C compensation
- Eide Bailly — Schedule C compensation
- American Core Realty Fund, LLC — Schedule C compensation
- Barrow, Hanley, Mewhinney, Strauss — Schedule C compensation
- Littler Mendelson, P.C. — Schedule C compensation