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Original filing (PDF)20251015071401NAL0001963395001
ST. LUKE'S METHODIST HOSPITAL
Form 5500
FILING_RECEIVED
ST. LUKE'S METHODIST HOSPITAL RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
~1328 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 1328 bps in Schedule C fees — 2454% above peer band of 52 bps.
- 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 ST. LUKE'S METHODIST HOSPITAL.
Plan sponsor
Name
ST. LUKE'S METHODIST HOSPITAL
EIN
42-0504780
Address
1026 A AVENUE NE · PO BOX 3026 · CEDAR RAPIDS, IA · 524025036
Phone
(319) 369-7796
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | ACTUARIAL | $1.1M | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WINSTON STRAWN | 36-1975990 | — | ADMINISTRATOR | $141K | — |
Investments
1 pooled fund· $9.2M(100% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IHS DEFINED BENEFIT MASTER TRUST IOWA HEALTH SYSTEM · EIN 42-1435199 / PN 101 | Master Trust | $9.2M | 100.0% |