How big is St. Luke's Health System, Ltd.'s plan?

St. Luke's Health System, Ltd.'s plan reported $1.1B in assets and 18,671 participants for 2024.

Original filing (PDF)20251014144209NAL0004273632001

St. Luke's Health System, Ltd.

Name: St. Luke's Health System, Ltd. — St. Lukes Health, Form 5500 (2024)
Creator: St. Luke's Health System, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

St. Lukes Health System Matched 403(b) Plan

403(b) retirement plan · St. Luke's Health System, Ltd.'s St. Lukes Health System Matched 403(b) Plan held $1.1B in plan assets for 18,671 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Self-directed brokerage offered6 service providers

Active participants

18,671

Accounts w/ balance

17,560

Plan assets (EOY)

$1.1B

Net assets (EOY)

$1.1B

People on this filing

Jared Grant, Controller signed St. Luke's Health System, Ltd.'s 2024 Form 5500 as plan administrator.

Jared Grant, Controller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

St. Luke's Health System, Ltd.'s EIN is 56-2570681.

EIN 56-2570681

Plan number 003

Plan year 2024

ACK ID 20251014144209NAL0004273632001

Official Form 5500 document

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)

Plan features

St. Luke's Health System, Ltd.'s plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. LUKE'S HEALTH SYSTEM, LTD..

Finding similar companies…

How this plan invests

This plan

77 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

ST. LUKE'S HEALTH SYSTEM, LTD.

EIN

all filings

Address

190 E BANNOCK · BOISE, ID · 83712

Phone

(208) 381-2581

Industry

Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVEST OPS CO, INC.	04-2647786	—	RECORDKEEPER	$353K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$471K	—

Investments

77 direct securities· $1.1B(100% of reported assets)

Other securities

$620.7M

48 holdings

Common Collective Trusts

$329.2M

9 holdings

Mutual Funds

$129.2M

14 holdings

Common Stocks

$32.4M

2 holdings

Self-Directed Brokerage

$19.4M

1 holding

Bonds / Notes

$13.2M

1 holding

Cash / Money Market

$106K

1 holding

U.S. Treasuries

$7K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

State Street / SPDR$453.0M Fidelity$328.0M Principal$95.3M Vanguard$50.3M Voya$35.5M Dodge & Cox$27.6M American Funds (Capital Group)$26.2M BlackRock / iShares$23.2M Dimensional / DFA$14.5M

Related plans

Other plans using Strategic Advisors, Inc.

Microsoft Corporation

Microsoft Corporation Savings Plus 401(k) Plan

$65.6B · 123,878 participants

Northrop Grumman Corporation

Northrop Grumman Savings Plan

$39.5B · 99,799 participants

Amazon.COM Services, LLC

Amazon 401(k) Plan

$34.6B · 1,207,759 participants

Chevron Corporation

Chevron Employee Savings Investment Plan

$20.4B · 22,195 participants

L3harris Technologies, Inc.

L3harris Retirement Savings Plan Master Trust

$16.2B

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
EIDE BAILLY	45-0250958	—	ACCOUNTAMT/AUDITOR	$15K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
LITTLER MENDELSON PC	94-2602731	—	LEGAL	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VARIABLE ANNUITY LIFE INSURANCE CO	74-1625348	—	SERVICE PROVIDER	$14K	—

					% of plan
Fidelity 500 Index Fund N/A	Common Collective Trusts	—	—	$197.3M	17.2%
State Street State Street Target Retirement 2045 Fund Class K N/A	Other securities	—	—	$96.3M	8.4%
Principal LargeCap Growth Fund I Institutional Class N/A	Other securities	—	—	$95.3M	8.3%
Fidelity Extended Market Index Fund N/A	Common Collective Trusts	—	—	$92.7M	8.1%
State Street State Street Target Retirement 2035 Fund Class K N/A	Other securities	—	—	$83.6M	7.3%
State Street State Street Target Retirement 2055 Fund Class K N/A	Other securities	—	—	$56.7M	5.0%
State Street State Street Target Retirement 2050 Fund Class K N/A	Other securities	—	—	$50.2M	4.4%
Vanguard Windsor II Fund Admiral Shares N/A	Mutual Funds	—	—	$49.5M	4.3%
State Street State Street Target Retirement 2040 Fund Class K N/A	Other securities	—	—	$47.5M	4.2%
State Street State Street Target Retirement 2025 Fund Class K N/A	Other securities	—	—	$42.8M	3.7%
State Street State Street Target Retirement 2030 Fund Class K N/A	Other securities	—	—	$41.0M	3.6%
Voya Intermediate Bond Fund I Class I N/A	Other securities	—	—	$35.5M	3.1%
Group Annuity New York Life NYL Guaranteed Int Account N/A	Common Stocks	—	—	$30.6M	2.7%
Dodge & Cox Dodge & Cox International Stock Fund N/A	Mutual Funds	—	—	$27.6M	2.4%
American Funds American Funds Europacific Growth Fund R6 N/A	Mutual Funds	—	—	$26.2M	2.3%
Fidelity U.S. Bond Index Fund N/A	Common Collective Trusts	—	—	$23.8M	2.1%
Black Rock BlackRock Advantage Small Cap Core Fund Class K N/A	Other securities	—	—	$23.2M	2.0%
Self-Directed Brokerage Accounts * Brokerage Link Brokerage Link N/A	Self-Directed Brokerage	—	—	$19.4M	1.7%
DFA Emerging Markets Core Equity Portfolio-Institutional Class N/A	Mutual Funds	—	—	$14.5M	1.3%
Fidelity Total International Index Fund N/A	Common Collective Trusts	—	—	$14.2M	1.2%
State Street State Street Target Retirement 2060 Fund Class K N/A	Other securities	—	—	$14.2M	1.2%
Participant Loans Various Maturities; 3.92% - 9.50%	Bonds / Notes	—	—	$13.2M	1.2%
Calvert Equity Fund Class I N/A	Other securities	—	—	$10.0M	0.9%
State Street State Street Target Retirement 2020 Fund Class K N/A	Other securities	—	—	$7.9M	0.7%
PIMCO Diversified Income Fund Institutional Class N/A	Mutual Funds	—	—	$6.7M	0.6%
State Street State Street Target Retirement Income Fund Class K N/A	Other securities	—	—	$6.4M	0.6%
State Street State Street Target Retirement 2065 Fund Class K N/A	Other securities	—	—	$6.3M	0.6%
MFS International New Discovery Fund R6 N/A	Mutual Funds	—	—	$3.9M	0.3%
Cohen & Steers Cohen & Steers Real Assets Fund Inc Class Z N/A	Common Stocks	—	—	$1.8M	0.2%
Fixed Interest Accounts * VALIC Fixed Account Plus N/A	Other securities	—	—	$793K	<0.1%
VALIC Science & Technology Fund N/A	Other securities	—	—	$447K	<0.1%
VALIC Stock Index Fund N/A	Common Collective Trusts	—	—	$392K	<0.1%
VALIC International Equities Index Fund N/A	Common Collective Trusts	—	—	$319K	<0.1%
VALIC Mid Cap Index Fund N/A	Common Collective Trusts	—	—	$306K	<0.1%
Vanguard Windsor II N/A	Mutual Funds	—	—	$287K	<0.1%
VALIC Short Term Fixed Account N/A	Other securities	—	—	$221K	<0.1%
VALIC Emerging Economies N/A	Other securities	—	—	$186K	<0.1%
Vanguard Wellington Fund, Inc. N/A	Mutual Funds	—	—	$179K	<0.1%
VALIC Moderate Growth Lifestyle N/A	Other securities	—	—	$173K	<0.1%
VALIC Aggressive Growth Lifestyle N/A	Other securities	—	—	$165K	<0.1%
Vanguard Lifestrategy Growth N/A	Mutual Funds	—	—	$163K	<0.1%
VALIC US Socially Responsible Fund N/A	Other securities	—	—	$160K	<0.1%
VALIC Core Bond Fund N/A	Other securities	—	—	$142K	<0.1%
VALIC International Value Fund N/A	Other securities	—	—	$134K	<0.1%
VALIC Mid Cap Strategic Growth N/A	Other securities	—	—	$129K	<0.1%
VALIC Mid Cap Value Fund N/A	Other securities	—	—	$118K	<0.1%
VALIC Small Cap Value Fund N/A	Other securities	—	—	$106K	<0.1%
VALIC GS Vit Gov't Money Mkt Fund Inst N/A	Cash / Money Market	—	—	$106K	<0.1%
VALIC Small Cap Index Fund N/A	Common Collective Trusts	—	—	$95K	<0.1%
VALIC International Opportunities N/A	Other securities	—	—	$94K	<0.1%

1–50 of 77

1 / 2