Plan Snapshot
- Plan Sponsor: St. Luke'S Health System, Ltd.
- Sponsor EIN: 562570681
- Sponsor Address: 190 E BANNOCK, BOISE, ID, 83712
- Plan Type: 403(b)
- Total Participants: 18,671
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 18,671 | $1.1B | $0 | $110.4M |
| 2023 | 17,370 | $964.9M | $0 | $95.9M |
| 2022 | 16,715 | $771.6M | $0 | $87.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $470,583 | — | $470,583 |
| FIDELITY INVEST OPS CO, INC. | RECORDKEEPER | $353,464 | — | $353,464 |
| EIDE BAILLY | ACCOUNTAMT/AUDITOR | $15,460 | — | $15,460 |
| VARIABLE ANNUITY LIFE INSURANCE CO | SERVICE PROVIDER | $14,325 | — | $14,325 |
| RVK | INVESTMENT ADVISOR | $8,796 | — | $8,796 |
| LITTLER MENDELSON PC | LEGAL | $6,683 | — | $6,683 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVEST OPS CO, INC. — RECORDKEEPER
- EIDE BAILLY — ACCOUNTAMT/AUDITOR
- VARIABLE ANNUITY LIFE INSURANCE CO — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $869,311
- Estimated Expense Ratio: 0.076% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $868,184 | — | — | — | — |
| 2023 | $754,601 | — | — | — | — |
| 2022 | $746,843 | — | — | — | — |