Plan Snapshot
- Plan Sponsor: St Lukes University Health Network
- Sponsor EIN: 231352213
- Sponsor Address: ST. LUKES CENTER, 2ND FLOOR, ALLENTOWN, PA, 18109
- Plan Type: DB
- Total Participants: 2,088
- Total Assets: $458.9M
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 | 2,088 | $458.9M | $4.6M | $0 |
| 2023 | 2,221 | $476.3M | $4.6M | $0 |
| 2022 | 2,382 | $449.9M | $4.6M | $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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $523,652 | $188,583 | — | — | — |
| 2023 | $583,301 | $264,243 | — | — | — |
| 2022 | $481,542 | $148,113 | — | — | — |