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Original filing (PDF)20251008164225NAL0003154819001
ST. LUKE'S HEALTH NETWORK, INC.
Form 5500
FILING_RECEIVED
ST. LUKE'S HEALTH NETWORK 403(B) PLAN
403(b) retirement plan
Active participants
20,984
Accounts w/ balance
21,673
Plan assets (EOY)
$810.2M
Net assets (EOY)
$810.2M
How this plan invests
This plan
33 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
- 11 bps in Schedule C fees — 83% above peer band of 6 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 HEALTH 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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
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 | $891K | — |
Investments
33 direct securities· $810.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $67.9M | 8.4% | |
| Vanguard Institutional Index Fund | — | — | — | $66.6M | 8.2% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $66.2M | 8.2% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $65.4M | 8.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $61.7M | 7.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $61.6M | 7.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $51.9M | 6.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $48.8M | 6.0% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $35.0M | 4.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $32.1M | 4.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $30.2M | 3.7% | |
| Alliance Bernstein Large Cap Growth Fund | — | — | — | $26.1M | 3.2% | |
| Vanguard Total International Stock Index Fund | — | — | — | $21.9M | 2.7% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $21.6M | 2.7% | |
| New York Life Guaranteed Interest Account | — | — | — | $18.5M | 2.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $18.4M | 2.3% | |
| MFS International Diversification Fund | — | — | — | $18.0M | 2.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $17.0M | 2.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $14.8M | 1.8% | |
| Columbia Dividend Income Fund | — | — | — | $12.4M | 1.5% | |
| Fidelity Health Care Fund | — | — | — | $8.4M | 1.0% | |
| Alliance Bernstein Small Cap Growth Fund | — | — | — | $7.7M | 1.0% | |
| Fidelity Total Bond Fund | — | — | — | $7.5M | 0.9% | |
| Vanguard REIT Fund | — | — | — | $7.0M | 0.9% | |
| Participant loans | — | — | — | $6.1M | 0.7% | |
| Vanguard Health Care Fund | — | — | — | $4.2M | 0.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $4.1M | 0.5% | |
| BlackRock Mid Cap Growth | — | — | — | $3.0M | 0.4% | |
| Delaware Small Cap Value Fund | — | — | — | $2.1M | 0.3% | |
| American Century Mid Cap Value Fund | — | — | — | $1.9M | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $1.9M | 0.2% | |
| State Street US Government Money Market | — | — | — | $146K | <0.1% | |
| Met Life Insurance Fixed Account | — | — | — | $57K | <0.1% |