Plan Ledger DOL Form 5500 · updated monthly

St. Luke's Health System, LTD.403(b)

ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN · BOISE, ID · plan year 2024

Reported admin expense ratio · 2024
0.08%

St. Luke's Health System, LTD. reported $868,184 in plan administrative expenses for 2024: 0.08% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.09% to 0.08%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 5th-largest of 349 plans among Idaho employers on file, and the 161st of 11,911 in health care & social assistance. active participation has grown from 16,715 to 18,671 since 2022.

Plan summary
Net assets, end of year$1,144,353,306
Participants with balances17,560
Active participants18,671
Employer contributions—
Employee contributions$110,414,920
Employer contribution per active participant—
Average account balance$65,168
Benefits paid to participants$81,889,243
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.1B · 17,560 accts
2023$964.9M · 16,312 accts
2022$771.6M · 15,329 accts
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$470,583
FIDELITY INVEST OPS CO, INC. · Loan processing$353,464
EIDE BAILLY · Accounting / audit$15,460
VARIABLE ANNUITY LIFE INSURANCE CO · Investment advisory (participants) · Loan processing$14,325
RVK · Investment advisory (plan)$8,796
LITTLER MENDELSON PC · Legal$6,683

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$868,184 · 0.08%
2023$754,601 · 0.09%
2022$746,843 · 0.09%
All plans at this employer2
ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN403(b)
ST. LUKE'S HEALTH SYSTEM PERFORMANCE INCENTIVE AND 401(A) MATCHING PLANProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Idaho
Multicare Health System WA$1.2B · 0.15%
Honorhealth AZ$1.2B · 0.03%
Heartland Dental, LLC IL$1.1B · 0.12%
Tower Health PA$1.1B · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562570681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.