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Original filing (PDF)20251014144055NAL0001519779001
ST. LUKE'S HEALTH SYSTEM, LTD.
Form 5500
FILING_RECEIVED
MAGIC VALLEY REGIONAL MEDICAL CENTER PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holding~229 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Money Market Mutual Fund Dreyfus Treasury Securities Cash Management Inst 2,433,677 units" is 100% of plan.
- 229 bps in Schedule C fees — 341% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. LUKE'S HEALTH SYSTEM, LTD..
Plan sponsor
Name
ST. LUKE'S HEALTH SYSTEM, LTD.
EIN
56-2570681
Address
190 E BANNOCK · BOISE, ID · 83712
Phone
(208) 381-2581
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
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
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R.V. KUHNS & ASSOCIATES | 93-0910652 | — | INVESTMENT CONSULTANT | $16K | — |
| SCHRODER | 82-3290661 | — | INVESTMENT MANAGER | $5K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | CORP TRUSTEE | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | ACCOUNTANT | $15K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER HUMAN RESOURCE CONSULTING | 13-2834414 | — | ACTUARY | $11K | — |
Investments
1 direct security· $2.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Mutual Fund Dreyfus Treasury Securities Cash Management Inst 2,433,677 units | — | — | $2.4M | $2.4M | 99.6% |