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Original filing (PDF)20251008163945NAL0003153379001
ST. LUKE'S HEALTH NETWORK, INC.
Form 5500
FILING_RECEIVED
ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Active participants
17,066
Accounts w/ balance
22,386
Plan assets (EOY)
$423.0M
Net assets (EOY)
$423.0M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 57% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. LUKE'S HEALTH NETWORK, INC..
Plan sponsor
Name
ST. LUKE'S HEALTH NETWORK, INC.
DBA
D/B/A ST. LUKE'S UNIVERSITY HEALTH NETWORK
EIN
23-1352213
Address
ST. LUKE'S CENTER, 2ND FLOOR · 1110 ST. LUKE'S WAY · ALLENTOWN, PA · 18109
Phone
(484) 526-3301
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $662K | — |
Investments
31 direct securities· $362.4M(86% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | — | — | — | $43.0M | 10.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $40.5M | 9.6% | |
| Vanguard Target Retirement 2030 | — | — | — | $39.7M | 9.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $37.8M | 8.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $34.2M | 8.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $33.3M | 7.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $25.4M | 6.0% | |
| Vanguard Instl Index Instl Plus | — | — | — | $16.0M | 3.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $14.9M | 3.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $14.0M | 3.3% | |
| Vanguard Total Bd Mkt Idx Inst Plus | — | — | — | $8.6M | 2.0% | |
| AB Lg Cap Gr Z | — | — | — | $6.0M | 1.4% | |
| Vanguard Small Cap Index Fund | — | — | — | $5.9M | 1.4% | |
| Vanguard Total International Stock Index Fund | — | — | — | $5.7M | 1.4% | |
| MFS International Diversification | — | — | — | $5.7M | 1.3% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $5.1M | 1.2% | |
| Vanguard Target Retirement Income | — | — | — | $4.1M | 1.0% | |
| New York Life Guaranteed Interest Account | — | — | — | $3.9M | 0.9% | |
| Vanguard Mid Cap Index | — | — | — | $3.8M | 0.9% | |
| Vanguard Target Retirement 2065 | — | — | — | $3.3M | 0.8% | |
| Columbia Dividend Income | — | — | — | $2.5M | 0.6% | |
| AllianceBernstein Small Cap Growth Fund | — | — | — | $1.8M | 0.4% | |
| Vanguard REIT Index Adm | — | — | — | $1.8M | 0.4% | |
| Fidelity Total Bond K6 Fund | — | — | — | $1.5M | 0.4% | |
| Fidelity Advisor Health Care Fund | — | — | — | $1.1M | 0.3% | |
| BlackRock Mid Cap Growth Equity | — | — | — | $747K | 0.2% | |
| Delaware Small Cap Value | — | — | — | $602K | 0.1% | |
| State Street US Government Money Market | — | — | — | $474K | 0.1% | |
| American Century Mid Cap Value | — | — | — | $427K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $258K | <0.1% | |
| Vanguard Health Care Fund | — | — | — | $200K | <0.1% |