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Original filing (PDF)20251014132507NAL0001415491001
MCLAREN ST. LUKE'S
Form 5500
FILING_RECEIVED
ST. LUKE'S HOSPITAL RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
7 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$116.1M
Net assets (EOY)
$116.1M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- 68 bps in Schedule C fees — 577% above peer band of 10 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCLAREN ST. LUKE'S.
Plan sponsor
Name
MCLAREN ST. LUKE'S
EIN
34-4428232
Address
ONE MCLAREN PARKWAY · GRAND BLANC, MI · 48439
Phone
(810) 342-4651
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE | 13-4994650 | — | NONE | $363K | — |
| USI CONSULTING GROUP | 34-1213174 | — | NONE | $321K | — |
| COMERICA | 38-1998421 | — | NONE | $25K | — |
| FUND EVALUATION GROUP | 01-0694771 | — | NONE | $22K | — |
| WILLIS TOWERS WATSON | — | SOUTHFIELD, MI | NONE | $20K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $18K | — |
| MILLER CANFIELD PADDOCK | — | DETROIT, MI | NONE | $16K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.