Employer · plans filed under one EIN
St. Luke's Health System, Ltd.
Boise, ID · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
3 retirement plans with 100 or more participants file Form 5500 under St. Luke's Health System, Ltd.'s employer identification number (Boise, Idaho). Their latest filings total 49,845 participant records and $2.06B in net assets.
The largest is St. Luke's Health System Performance Incentive and 401(a) Matching Plan, a profit-sharing plan with 26,095 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $64.6M and participant contributions $110M in the latest plan years; benefits paid were $140M. Schedule C compensation reported to service provider organisations totalled $2.2M.
Combined net assets moved from $703M in 2014 to $2.06B in 2024 (up 193%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| St. Luke's Health System Performance Incentive and 401(a) Matching Plan | profit-sharing plan | 2024 | 26,095 | $770M | $29,503 | $3,460 | $929K |
| St. Lukes Health System Matched 403(b) Plan | 403(b) plan | 2024 | 22,859 | $1.14B | $50,061 | — | $854K |
| St. Luke's Health System Basic Pension Plan | cash balance pension plan | 2024 | 891 | $144M | $161,897 | — | $387K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 3 | 49,845 | $2.06B | $64.6M | $110M |
| 2023 | 3 | 47,078 | $1.79B | $65.6M | $95.9M |
| 2022 | 3 | 44,970 | $1.48B | $48.1M | $87.7M |
| 2021 | 3 | 41,000 | $1.76B | $83.2M | $78.2M |
| 2020 | 3 | 37,029 | $1.50B | $52.0M | $67.3M |
| 2019 | 3 | 38,261 | $1.25B | $61.0M | $61.1M |
| 2018 | 3 | 37,124 | $980M | $63.1M | $55.8M |
| 2017 | 3 | 35,490 | $988M | $39.6M | $49.1M |
| 2016 | 3 | 34,069 | $814M | $35.6M | $43.7M |
| 2015 | 3 | 32,236 | $734M | $40.4M | $38.7M |
| 2014 | 3 | 27,612 | $703M | $29.2M | $29.0M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Fidelity Invest Institutional Ops | Participant loan processing | 2 | $960,957 |
| Strategic Advisors, Inc. | Investment advisory (plan) | 2 | $771,150 |
| Mercer Human Resource Consulting | Actuarial; Consulting (pension) | 1 | $190,551 |
| US Bank National Association | Trustee (bank, trust company, or similar financial institution); Trustee (directed); Named fiduciary | 1 | $75,797 |
| RVK | Investment advisory (plan); Consulting (general); Named fiduciary | 2 | $57,088 |
| Littler Mendelson PC | Legal | 2 | $40,952 |
| American Core Realty Fund, LLC | Investment management; Named fiduciary | 1 | $38,013 |
| RVK Inc. | Investment advisory (plan) | 1 | $21,173 |
| Variable Annuity Life Insurance Co. | Investment advisory (participants); Participant loan processing | 1 | $14,325 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does St. Luke's Health System, Ltd. have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: St. Luke's Health System Performance Incentive and 401(a) Matching Plan, St. Lukes Health System Matched 403(b) Plan and St. Luke's Health System Basic Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does St. Luke's Health System, Ltd. contribute to its plans?
$64,609,777 in employer contributions across these plans in their latest plan years, about $1,721 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Fidelity Invest Institutional Ops, Strategic Advisors, Inc., Mercer Human Resource Consulting and US Bank National Association and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.