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Original filing (PDF)20251009092152NAL0006746673001
ST. LUKES HOSPITAL OF DULUTH
Form 5500
FILING_RECEIVED
PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
334
Accounts w/ balance
0
Plan assets (EOY)
$128.9M
Net assets (EOY)
$128.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
80
Participation health
100
Knocking points off
- Top holding "[DFE: DB GROWTH PORTFOLIO (extraction pending)]" is 100% of plan.
- 17 bps in Schedule C fees — 74% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. LUKES HOSPITAL OF DULUTH.
Plan sponsor
Name
ST. LUKES HOSPITAL OF DULUTH
EIN
41-0714079
Address
915 E. FIRST STREET · DULUTH, MN · 558052107
Phone
(218) 249-5416
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
ST. LUKES HOSPITAL OF DULUTH
EIN
41-0714079
City
DULUTH, MN
Phone
(218) 249-5416
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLC MANAGEMENT | 84-3504508 | — | INV ADVISOR | $224K | — |
Investments
1 pooled fund· $58.3M(45% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DB GROWTH PORTFOLIO GREAT GRAY TRUST COMPANY, LLC · EIN 82-0737797 / PN 187 | Common Collective Trust | — | — | $58.3M | 45.2% |