Jared Grant, Controller signed St. Luke's Health System, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Luke's Health System, Ltd.'s EIN is 56-2570681.
Download the official 2024 Form 5500 (PDF) for St. Luke's Health System, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Luke's Health System, Ltd.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RVK | 93-0910652 | — | INVESTMENT CONSULTANT | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | CORP TRUSTEE | $76K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Treasury Bd 4.625% 05/15/2044 10,968,600.000 shares | U.S. Treasuries | — | $11.0M | $10.6M | 7.4% | |
| US Treasury Nt 3.875% 08/15/2034 3,726,000.000 shares | U.S. Treasuries | — | $3.8M | $3.5M | 2.4% | |
| Investments American Core American Core Realty Fund LLC | OTHER | — | $2.4M | $2.6M | 1.8% | |
| US Treasury Bd 4.750% 11/15/2043 2,024,400.000 shares | U.S. Treasuries | — | $2.1M | $2.0M | 1.4% | |
| US Treasury & Agency Short Term Obligations US Treasury Bill 03/20/2025 1,583,000 shares | U.S. Treasuries | — | $1.6M | $1.6M | 1.1% | |
| US Treasury Nt 4.250% 11/15/2034 1,558,000.000 shares | U.S. Treasuries | — | $1.6M | $1.5M | 1.1% | |
| Money Market Mutual fund * First American Government Obligation Fund 1,470,873.140 shares | Cash / Money Market | — | $1.5M | $1.5M | 1.0% | |
| Aig Global Fdg Mtn 4.650% 08/20/2027 1,471,000.000 shares | Bonds / Notes | — | $1.5M | $1.5M | 1.0% | |
| Waste Mgmt Inc 4.500% 03/15/2028 1,442,000.000 shares | Bonds / Notes | — | $1.4M | $1.4M | 1.0% | |
| US Government Issues FHLMC 2.000% 08/01/2050 1,798,306.760 shares | Agency / Mortgage-Backed | — | $1.4M | $1.4M | 1.0% | |
| FNMA 2.000% 12/01/2050 1,798,674.170 shares | Agency / Mortgage-Backed | — | $1.4M | $1.4M | 1.0% | |
| Novartis Capital 4.200% 09/18/2034 1,507,000.000 shares | Bonds / Notes | — | $1.5M | $1.4M | 1.0% | |
| Goldman Sachs 5.561% 11/19/2045 1,442,000.000 shares | Bonds / Notes | — | $1.4M | $1.4M | 1.0% | |
| Bank of America 2.831% 10/24/2051 1,937,000.000 shares | Bonds / Notes | — | $1.3M | $1.2M | 0.8% | |
| GNMA II 6.000% 05/20/2054 1,172,257.050 shares | Agency / Mortgage-Backed | — | $1.2M | $1.2M | 0.8% | |
| US Treasury Nt 4.500% 11/15/2054 1,230,000.000 shares | U.S. Treasuries | — | $1.2M | $1.2M | 0.8% | |
| Duke Energy 5.400% 01/15/2054 1,202,000.000 shares | Bonds / Notes | — | $1.3M | $1.2M | 0.8% | |
| Southern Calif 7.15556% 04/15/2054 1,121,000.000 shares | Bonds / Notes | — | $1.2M | $1.1M | 0.8% | |
| Unitedhealth Group 5.050% 04/15/2053 1,182,000.000 shares | Bonds / Notes | — | $1.2M | $1.1M | 0.7% | |
| JP Morgan Chase Co 5.294% 07/22/2035 1,072,000.000 shares | Bonds / Notes | — | $1.1M | $1.1M | 0.7% | |
| Citigroup Inc 3.878% 01/24/2039 1,258,000.000 shares | Bonds / Notes | — | $1.1M | $1.0M | 0.7% | |
| Peco Energy Co 5.250% 09/15/2054 1,101,000.000 shares | Bonds / Notes | — | $1.1M | $1.0M | 0.7% | |
| Totalenergies Cap 5.275% 09/10/2054 1,101,000.000 shares | Bonds / Notes | — | $1.1M | $1.0M | 0.7% | |
| Unitedhealth Group 5.750% 07/15/2064 1,031,000.000 shares | Bonds / Notes | — | $1.1M | $1.0M | 0.7% | |
| Wells Fargo Co Mtn 4.611% 04/25/2053 1,194,000.000 shares | Bonds / Notes | — | $1.1M | $997K | 0.7% | |
| Roches Holdings Inc 5.218% 03/08/2054 1,036,000.000 shares | Bonds / Notes | — | $1.1M | $990K | 0.7% | |
| JP Morgan Chase Co 3.328% 04/22/2052 1,445,000.000 shares | Bonds / Notes | — | $1.1M | $988K | 0.7% | |
| Anheuser Busch Co 5.550% 01/23/2049 1,003,000.000 shares | Bonds / Notes | — | $1.1M | $987K | 0.7% | |
| Bristol Myers Squibb 3.550% 03/15/2042 1,266,00.000 shares | Bonds / Notes | — | $1.1M | $979K | 0.7% | |
| Bank of America 3.311% 04/22/2042 1,286,000.000 shares | Bonds / Notes | — | $1.0M | $962K | 0.7% | |
| Midamerican Energy 5.300% 02/01/2055 1,000,000.000 shares | Bonds / Notes | — | $1.0M | $945K | 0.7% | |
| Public Svc Elec Mtn 5.450% 03/15/2054 951,000.000 shares | Bonds / Notes | — | $1.0M | $921K | 0.6% | |
| San Diego Gas Elec 6.25917% 04/15/2054 939,000.000 shares | Bonds / Notes | — | $1.0M | $910K | 0.6% | |
| Energy Transfer LP 6.050% 09/01/2054 919,000.000 shares | Bonds / Notes | — | $914K | $899K | 0.6% | |
| Beacon Fdg Tr 6.266% 08/15/2054 899,000.000 shares | Bonds / Notes | — | $899K | $888K | 0.6% | |
| PPL Elect Utils Corp 5.250% 05/15/2054 887,000.000 shares | Bonds / Notes | — | $923K | $846K | 0.6% | |
| JP Morgan Chase Co 3.157% 04/22/2042 1,116,000.000 shares | Bonds / Notes | — | $895K | $819K | 0.6% | |
| Burlington Northern 5.500% 03/15/2055 826,000.000 shares | Bonds / Notes | — | $894K | $811K | 0.6% | |
| Goldman Sachs Group 4.750% 10/21/2045 914,000.000 shares | Bonds / Notes | — | $883K | $809K | 0.6% | |
| US Treasury Bd 4.250% 08/15/2054 876,600.00 shares | U.S. Treasuries | — | $843K | $801K | 0.6% | |
| Amazon Com 4.100% 04/13/2062 1,016,000.000 shares | Bonds / Notes | — | $897K | $795K | 0.6% | |
| FNMA 5.000% 12/01/2053 808,759.800 shares | Agency / Mortgage-Backed | — | $762K | $781K | 0.5% | |
| FNMA 6.000% 12/01/2053 734,565.040 shares | Agency / Mortgage-Backed | — | $685K | $738K | 0.5% | |
| US Treasury Bd 4.250% 08/15/2044 815,000.000 shares | U.S. Treasuries | — | $769K | $738K | 0.5% | |
| Verizon 3.150% 03/22/2030 796,000.000 shares | Bonds / Notes | — | $753K | $729K | 0.5% | |
| Ohio Power Co 2.900% 10/01/2051 1,186,000.000 shares | Bonds / Notes | — | $784K | $713K | 0.5% | |
| Bristol Myers Squibb 3.700% 03/15/2052 968,000.000 shares | Bonds / Notes | — | $782K | $705K | 0.5% | |
| GNMA II 5.500% 07/20/2053 695,865.630 shares | Agency / Mortgage-Backed | — | $651K | $692K | 0.5% | |
| Toyota Auto 5.330% 01/16/2029 679,000.000 shares | Bonds / Notes | — | $679K | $688K | 0.5% | |
| Wells Fargo Co 4.900% 11/17/2045 790,000.000 shares | Bonds / Notes | — | $744K | $685K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY | 45-0250958 | — | ACCOUNTANT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER HUMAN RESOURCE CONSULTING | 13-2834414 | — | ACTUARY | $191K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LITTLER MENDELSON, P.C. | 94-2602731 | — | LEGAL | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN CORE REALTY FUND, LLC | 33-0123114 | — | INVESTMENT PROVIDER | $38K | — |
