# St. Luke'S Health System, Ltd. 403(b) Plan
Source: https://planprovider.pro/companies/st-luke-s-health-system-ltd-403b-plan

> St. Luke'S Health System, Ltd.'s 403(b) plan: 18,671 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVEST OPS CO, INC.](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — ACCOUNTAMT/AUDITOR

- [VARIABLE ANNUITY LIFE INSURANCE CO](https://planprovider.pro/provider/corebridge-financial) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/st-luke-s-health-system-ltd-403b-plan)

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