Plan Snapshot
- Plan Sponsor: St. Lukes Health System, Ltd.
- Sponsor EIN: 562570681
- Sponsor Address: 190 E BANNOCK, BOISE, ID, 83712
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 17,678
- Total Assets: $0
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 | 17,678 | $0 | $0 | $0 |
| 2023 | 16,352 | $0 | $0 | $0 |
| 2022 | 15,588 | $0 | $0 | $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 |
|---|---|---|---|---|
| SELECT HEALTH | Recordkeeper | $7,336,785 | — | $7,336,785 |
| ST. LUKES'S HEALTH PLAN, INC. | Recordkeeper | $3,225,132 | — | $3,225,132 |
| DELTA DENTAL | Recordkeeper | $527,350 | — | $527,350 |
| AMERIBEN/IEC GROUP | Recordkeeper | $224,956 | — | $224,956 |
| VISION SERVICE PLAN | Recordkeeper | $138,933 | — | $138,933 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,453,156
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |