Plan Snapshot
- Plan Sponsor: St. Luke'S Health System, Ltd.
- Sponsor EIN: 562570681
- Sponsor Address: 190 E BANNOCK, BOISE, ID, 83712
- Plan Type: DB
- Total Participants: 191
- Total Assets: $144.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 191 | $144.4M | $0 | $0 |
| 2023 | 217 | $153.7M | $7.0M | $0 |
| 2022 | 244 | $144.1M | $7.0M | $0 |
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 |
|---|---|---|---|---|
| MERCER HUMAN RESOURCE CONSULTING | Actuary | $190,551 | — | $190,551 |
| US BANK NATIONAL ASSOCIATION | Custodian / Trustee | $75,797 | — | $75,797 |
| RVK | Other Service Provider | $48,292 | — | $48,292 |
| AMERICAN CORE REALTY FUND, LLC | Other Service Provider | $38,013 | — | $38,013 |
| LITTLER MENDELSON, P.C. | ERISA Attorney | $34,269 | — | $34,269 |
| EIDE BAILLY | Auditor | $16,360 | — | $16,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK NATIONAL ASSOCIATION — Custodian / Trustee
- EIDE BAILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $403,282
- Estimated Expense Ratio: 0.279% 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 | $627,416 | $294,326 | — | — | — |
| 2023 | $511,361 | $154,196 | — | — | — |
| 2022 | $1,027,962 | $349,030 | — | — | — |