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SAINT LUKES HEALTH NETWORK PENSION PLAN 401k Plan overview

Plan NameSAINT LUKES HEALTH NETWORK PENSION PLAN
Plan identification number 001

SAINT LUKES HEALTH NETWORK PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ST. LUKE'S HEALTH NETWORK, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. LUKE'S HEALTH NETWORK, INC.
Employer identification number (EIN):231352213
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAINT LUKES HEALTH NETWORK PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHARON CAVANAUGH
0012016-01-01THOMAS LICHTENWALNER
0012015-01-01THOMAS LICHTENWALNER
0012014-01-01GLORIA CUADRADO
0012013-01-01GLORIA CUADRADO
0012012-01-01THOMAS LICHTENWALNER THOMAS LICHTENWALNER2013-10-11
0012011-01-01THOMAS LICHTENWALNER THOMAS LICHTENWALNER2012-10-15
0012010-01-01THOMAS LICHTENWALNER THOMAS LICHTENWALNER2011-10-14
0012009-01-01THOMAS LICHTENWALNER THOMAS LICHTENWALNER2010-10-15

Plan Statistics for SAINT LUKES HEALTH NETWORK PENSION PLAN

401k plan membership statisitcs for SAINT LUKES HEALTH NETWORK PENSION PLAN

Measure Date Value
2023: SAINT LUKES HEALTH NETWORK PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,740
Total number of active participants reported on line 7a of the Form 55002023-01-012,221
Number of retired or separated participants receiving benefits2023-01-01859
Number of other retired or separated participants entitled to future benefits2023-01-011,535
Total of all active and inactive participants2023-01-014,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0171
Total participants2023-01-014,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SAINT LUKES HEALTH NETWORK PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31629,477,791
Acturial value of plan assets2022-12-31619,508,490
Funding target for retired participants and beneficiaries receiving payment2022-12-31153,798,054
Number of terminated vested participants2022-12-311,622
Fundng target for terminated vested participants2022-12-3191,769,270
Active participant vested funding target2022-12-31198,225,485
Number of active participants2022-12-312,589
Total funding liabilities for active participants2022-12-31198,492,876
Total participant count2022-12-314,829
Total funding target for all participants2022-12-31444,060,200
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-314,600,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-314,199,555
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-314,199,555
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-014,807
Total number of active participants reported on line 7a of the Form 55002022-01-012,382
Number of retired or separated participants receiving benefits2022-01-01742
Number of other retired or separated participants entitled to future benefits2022-01-011,540
Total of all active and inactive participants2022-01-014,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0176
Total participants2022-01-014,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SAINT LUKES HEALTH NETWORK PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31762,855,466
Acturial value of plan assets2021-12-31686,569,920
Funding target for retired participants and beneficiaries receiving payment2021-12-31219,877,325
Number of terminated vested participants2021-12-311,596
Fundng target for terminated vested participants2021-12-3186,400,846
Active participant vested funding target2021-12-31206,534,633
Number of active participants2021-12-312,841
Total funding liabilities for active participants2021-12-31207,026,778
Total participant count2021-12-315,757
Total funding target for all participants2021-12-31513,304,949
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-015,734
Total number of active participants reported on line 7a of the Form 55002021-01-012,589
Number of retired or separated participants receiving benefits2021-01-01566
Number of other retired or separated participants entitled to future benefits2021-01-011,583
Total of all active and inactive participants2021-01-014,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0169
Total participants2021-01-014,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: SAINT LUKES HEALTH NETWORK PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31671,470,485
Acturial value of plan assets2020-12-31631,400,200
Funding target for retired participants and beneficiaries receiving payment2020-12-31201,095,102
Number of terminated vested participants2020-12-311,660
Fundng target for terminated vested participants2020-12-3191,574,595
Active participant vested funding target2020-12-31225,748,471
Number of active participants2020-12-313,018
Total funding liabilities for active participants2020-12-31226,219,680
Total participant count2020-12-315,867
Total funding target for all participants2020-12-31518,889,377
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-015,844
Total number of active participants reported on line 7a of the Form 55002020-01-012,841
Number of retired or separated participants receiving benefits2020-01-011,251
Number of other retired or separated participants entitled to future benefits2020-01-011,552
Total of all active and inactive participants2020-01-015,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0190
Total participants2020-01-015,734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: SAINT LUKES HEALTH NETWORK PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31621,954,989
Acturial value of plan assets2019-12-31648,631,736
Funding target for retired participants and beneficiaries receiving payment2019-12-31218,067,733
Number of terminated vested participants2019-12-311,699
Fundng target for terminated vested participants2019-12-3192,246,864
Active participant vested funding target2019-12-31234,969,579
Number of active participants2019-12-313,253
Total funding liabilities for active participants2019-12-31235,648,517
Total participant count2019-12-317,093
Total funding target for all participants2019-12-31545,963,114
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-319,196,879
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-319,730,298
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017,093
Total number of active participants reported on line 7a of the Form 55002019-01-013,018
Number of retired or separated participants receiving benefits2019-01-011,118
Number of other retired or separated participants entitled to future benefits2019-01-011,603
Total of all active and inactive participants2019-01-015,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01105
Total participants2019-01-015,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: SAINT LUKES HEALTH NETWORK PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31618,856,172
Acturial value of plan assets2018-12-31579,129,870
Funding target for retired participants and beneficiaries receiving payment2018-12-31167,475,032
Number of terminated vested participants2018-12-311,585
Fundng target for terminated vested participants2018-12-3176,165,104
Active participant vested funding target2018-12-31222,356,914
Number of active participants2018-12-313,339
Total funding liabilities for active participants2018-12-31223,103,794
Total participant count2018-12-316,678
Total funding target for all participants2018-12-31466,743,930
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3118,366,089
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3119,469,891
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3110,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-319,196,878
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-319,196,878
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-016,670
Total number of active participants reported on line 7a of the Form 55002018-01-013,253
Number of retired or separated participants receiving benefits2018-01-012,014
Number of other retired or separated participants entitled to future benefits2018-01-011,643
Total of all active and inactive participants2018-01-016,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01160
Total participants2018-01-017,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SAINT LUKES HEALTH NETWORK PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31532,752,224
Acturial value of plan assets2017-12-31536,488,696
Funding target for retired participants and beneficiaries receiving payment2017-12-31150,409,752
Number of terminated vested participants2017-12-311,447
Fundng target for terminated vested participants2017-12-3164,158,792
Active participant vested funding target2017-12-31228,137,226
Number of active participants2017-12-313,658
Total funding liabilities for active participants2017-12-31229,073,060
Total participant count2017-12-316,767
Total funding target for all participants2017-12-31443,641,604
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3118,293,991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3119,428,218
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3120,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3118,366,089
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3118,366,089
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-016,763
Total number of active participants reported on line 7a of the Form 55002017-01-013,339
Number of retired or separated participants receiving benefits2017-01-011,661
Number of other retired or separated participants entitled to future benefits2017-01-011,562
Total of all active and inactive participants2017-01-016,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01108
Total participants2017-01-016,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: SAINT LUKES HEALTH NETWORK PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31487,079,266
Acturial value of plan assets2016-12-31507,734,999
Funding target for retired participants and beneficiaries receiving payment2016-12-31122,422,623
Number of terminated vested participants2016-12-311,322
Fundng target for terminated vested participants2016-12-3156,849,778
Active participant vested funding target2016-12-31235,709,541
Number of active participants2016-12-314,064
Total funding liabilities for active participants2016-12-31236,896,726
Total participant count2016-12-316,875
Total funding target for all participants2016-12-31416,169,127
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3113,674,128
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3114,549,272
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3120,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3118,293,991
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3118,293,991
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-016,871
Total number of active participants reported on line 7a of the Form 55002016-01-013,658
Number of retired or separated participants receiving benefits2016-01-011,583
Number of other retired or separated participants entitled to future benefits2016-01-011,423
Total of all active and inactive participants2016-01-016,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0199
Total participants2016-01-016,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: SAINT LUKES HEALTH NETWORK PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,090
Total number of active participants reported on line 7a of the Form 55002015-01-014,064
Number of retired or separated participants receiving benefits2015-01-011,419
Number of other retired or separated participants entitled to future benefits2015-01-011,311
Total of all active and inactive participants2015-01-016,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0177
Total participants2015-01-016,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: SAINT LUKES HEALTH NETWORK PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,638
Total number of active participants reported on line 7a of the Form 55002014-01-014,333
Number of retired or separated participants receiving benefits2014-01-011,321
Number of other retired or separated participants entitled to future benefits2014-01-011,325
Total of all active and inactive participants2014-01-016,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01111
Total participants2014-01-017,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: SAINT LUKES HEALTH NETWORK PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,455
Total number of active participants reported on line 7a of the Form 55002013-01-014,635
Number of retired or separated participants receiving benefits2013-01-011,219
Number of other retired or separated participants entitled to future benefits2013-01-011,682
Total of all active and inactive participants2013-01-017,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01102
Total participants2013-01-017,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0136
2012: SAINT LUKES HEALTH NETWORK PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,583
Total number of active participants reported on line 7a of the Form 55002012-01-014,498
Number of retired or separated participants receiving benefits2012-01-01763
Number of other retired or separated participants entitled to future benefits2012-01-011,117
Total of all active and inactive participants2012-01-016,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0177
Total participants2012-01-016,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01101
2011: SAINT LUKES HEALTH NETWORK PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,736
Total number of active participants reported on line 7a of the Form 55002011-01-014,811
Number of retired or separated participants receiving benefits2011-01-01669
Number of other retired or separated participants entitled to future benefits2011-01-011,032
Total of all active and inactive participants2011-01-016,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0171
Total participants2011-01-016,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01174
2010: SAINT LUKES HEALTH NETWORK PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,942
Total number of active participants reported on line 7a of the Form 55002010-01-015,167
Number of retired or separated participants receiving benefits2010-01-01600
Number of other retired or separated participants entitled to future benefits2010-01-01910
Total of all active and inactive participants2010-01-016,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0159
Total participants2010-01-016,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01223
2009: SAINT LUKES HEALTH NETWORK PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,839
Total number of active participants reported on line 7a of the Form 55002009-01-015,482
Number of retired or separated participants receiving benefits2009-01-01555
Number of other retired or separated participants entitled to future benefits2009-01-01855
Total of all active and inactive participants2009-01-016,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0150
Total participants2009-01-016,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01245

Financial Data on SAINT LUKES HEALTH NETWORK PENSION PLAN

Measure Date Value
2023 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$33,050,556
Total unrealized appreciation/depreciation of assets2023-12-31$33,050,556
Total income from all sources (including contributions)2023-12-31$45,931,120
Total loss/gain on sale of assets2023-12-31$1,943,854
Total of all expenses incurred2023-12-31$19,442,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$18,859,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,600,000
Value of total assets at end of year2023-12-31$476,339,370
Value of total assets at beginning of year2023-12-31$449,850,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$583,301
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,285,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,285,378
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$26,488,381
Value of net assets at end of year (total assets less liabilities)2023-12-31$476,339,370
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$449,850,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$264,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$185,627,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$169,230,807
Value of interest in common/collective trusts at end of year2023-12-31$286,112,082
Value of interest in common/collective trusts at beginning of year2023-12-31$276,020,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,525,731
Net investment gain or loss from common/collective trusts2023-12-31$525,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,600,000
Employer contributions (assets) at end of year2023-12-31$4,600,000
Employer contributions (assets) at beginning of year2023-12-31$4,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$18,859,438
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$97,892,344
Aggregate carrying amount (costs) on sale of assets2023-12-31$95,948,490
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2023-12-31830414789
2022 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-116,234,450
Total unrealized appreciation/depreciation of assets2022-12-31$-116,234,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,308,636
Total income from all sources (including contributions)2022-12-31$-160,592,341
Total loss/gain on sale of assets2022-12-31$-56,116,668
Total of all expenses incurred2022-12-31$17,725,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,244,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,600,000
Value of total assets at end of year2022-12-31$449,850,989
Value of total assets at beginning of year2022-12-31$629,477,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$481,542
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,475,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,475,134
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,308,636
Administrative expenses (other) incurred2022-12-31$333,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-178,318,166
Value of net assets at end of year (total assets less liabilities)2022-12-31$449,850,989
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$628,169,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$148,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$169,230,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$244,853,781
Value of interest in common/collective trusts at end of year2022-12-31$276,020,182
Value of interest in common/collective trusts at beginning of year2022-12-31$384,624,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$5,683,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,600,000
Employer contributions (assets) at end of year2022-12-31$4,600,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,244,283
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$125,928,759
Aggregate carrying amount (costs) on sale of assets2022-12-31$182,045,427
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31830414789
2021 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-13,755,420
Total unrealized appreciation/depreciation of assets2021-12-31$-13,755,420
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,308,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$-5,304,590
Total loss/gain on sale of assets2021-12-31$-373,995
Total of all expenses incurred2021-12-31$129,381,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$128,873,243
Value of total assets at end of year2021-12-31$629,477,791
Value of total assets at beginning of year2021-12-31$762,855,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$508,478
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,677,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,677,537
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,308,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$352,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-134,686,311
Value of net assets at end of year (total assets less liabilities)2021-12-31$628,169,155
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$762,855,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$155,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$244,853,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$299,470,199
Value of interest in common/collective trusts at end of year2021-12-31$384,624,010
Value of interest in common/collective trusts at beginning of year2021-12-31$463,385,267
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$106,853,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,147,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,019,687
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$141,306,901
Aggregate carrying amount (costs) on sale of assets2021-12-31$141,680,896
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31830414789
2020 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$26,477,851
Total unrealized appreciation/depreciation of assets2020-12-31$26,477,851
Total income from all sources (including contributions)2020-12-31$113,537,540
Total loss/gain on sale of assets2020-12-31$427,571
Total of all expenses incurred2020-12-31$22,440,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,883,616
Value of total assets at end of year2020-12-31$762,855,466
Value of total assets at beginning of year2020-12-31$671,758,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$556,595
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,022,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,022,773
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$287,652
Administrative expenses (other) incurred2020-12-31$427,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$91,097,329
Value of net assets at end of year (total assets less liabilities)2020-12-31$762,855,466
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$671,758,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$129,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$299,470,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$671,470,485
Value of interest in common/collective trusts at end of year2020-12-31$463,385,267
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,880,530
Net investment gain or loss from common/collective trusts2020-12-31$68,728,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,883,616
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$19,222,373
Aggregate carrying amount (costs) on sale of assets2020-12-31$18,794,802
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31830414789
2019 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$31,260,254
Total unrealized appreciation/depreciation of assets2019-12-31$31,260,254
Total income from all sources (including contributions)2019-12-31$120,305,866
Total of all expenses incurred2019-12-31$70,772,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$70,345,660
Value of total assets at end of year2019-12-31$671,758,137
Value of total assets at beginning of year2019-12-31$622,224,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$426,760
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$72,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$72,184
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$287,652
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$45,453,184
Administrative expenses (other) incurred2019-12-31$426,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$49,533,446
Value of net assets at end of year (total assets less liabilities)2019-12-31$671,758,137
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$622,224,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$671,470,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$566,771,507
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$47,941,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$88,973,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,404,312
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31830414789
2018 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$45,453,184
Total income from all sources (including contributions)2018-12-31$-24,069,810
Total of all expenses incurred2018-12-31$18,544,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,112,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,000,000
Value of total assets at end of year2018-12-31$622,224,691
Value of total assets at beginning of year2018-12-31$619,386,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$432,318
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,086,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$23,086,208
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$45,453,184
Administrative expenses (other) incurred2018-12-31$432,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-42,614,775
Value of net assets at end of year (total assets less liabilities)2018-12-31$622,224,691
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$619,386,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$566,771,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$599,386,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-57,156,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,000,000
Employer contributions (assets) at end of year2018-12-31$10,000,000
Employer contributions (assets) at beginning of year2018-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,112,647
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31830414789
2017 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$102,757,626
Total of all expenses incurred2017-12-31$16,695,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,201,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,000,000
Value of total assets at end of year2017-12-31$619,386,282
Value of total assets at beginning of year2017-12-31$533,324,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$493,472
Total interest from all sources2017-12-31$57
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$22,705,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$22,705,126
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$493,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$86,062,277
Value of net assets at end of year (total assets less liabilities)2017-12-31$619,386,282
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$533,324,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$599,386,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$510,916,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,407,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,407,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$60,052,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$20,000,000
Employer contributions (assets) at end of year2017-12-31$20,000,000
Employer contributions (assets) at beginning of year2017-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,201,877
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31830414789
2016 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$61,253,543
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,459,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,017,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,000,000
Value of total assets at end of year2016-12-31$533,324,005
Value of total assets at beginning of year2016-12-31$487,529,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$442,302
Total interest from all sources2016-12-31$1,245
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$20,474,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$20,474,028
Administrative expenses professional fees incurred2016-12-31$297,990
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$45,794,011
Value of net assets at end of year (total assets less liabilities)2016-12-31$533,324,005
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$487,529,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$144,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$510,916,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$471,094,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,407,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,435,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,435,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$20,778,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$20,000,000
Employer contributions (assets) at end of year2016-12-31$20,000,000
Employer contributions (assets) at beginning of year2016-12-31$15,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,017,230
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31830414789
2015 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,252,554
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,554,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,554,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,000,000
Value of total assets at end of year2015-12-31$487,529,994
Value of total assets at beginning of year2015-12-31$494,832,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$56
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$18,553,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$18,553,047
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,302,052
Value of net assets at end of year (total assets less liabilities)2015-12-31$487,529,994
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$494,832,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$471,094,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$453,517,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,435,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,314,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,314,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-27,300,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,000,000
Employer contributions (assets) at end of year2015-12-31$15,000,000
Employer contributions (assets) at beginning of year2015-12-31$40,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,554,606
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31830414789
2014 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$80,832,026
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$34,410,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,410,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$40,000,000
Value of total assets at end of year2014-12-31$494,832,046
Value of total assets at beginning of year2014-12-31$448,410,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,147,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,147,341
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$53,691,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$46,421,997
Value of net assets at end of year (total assets less liabilities)2014-12-31$494,832,046
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$448,410,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$453,517,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$360,525,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,314,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$800,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$800,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$27,684,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$40,000,000
Employer contributions (assets) at end of year2014-12-31$40,000,000
Employer contributions (assets) at beginning of year2014-12-31$33,392,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,410,029
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31830414789
2013 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$53,691,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$100,640,344
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,697,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,697,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$45,350,024
Value of total assets at end of year2013-12-31$448,410,049
Value of total assets at beginning of year2013-12-31$301,775,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,451,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,451,767
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$53,691,307
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$92,943,340
Value of net assets at end of year (total assets less liabilities)2013-12-31$448,410,049
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$301,775,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$360,525,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$278,317,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$800,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$657,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$657,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$46,838,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$45,350,024
Employer contributions (assets) at end of year2013-12-31$33,392,006
Employer contributions (assets) at beginning of year2013-12-31$22,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,697,004
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31830414789
2012 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$56,040,997
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,927,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,927,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,800,000
Value of total assets at end of year2012-12-31$301,775,402
Value of total assets at beginning of year2012-12-31$251,662,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,965,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,965,774
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$50,113,176
Value of net assets at end of year (total assets less liabilities)2012-12-31$301,775,402
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$251,662,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$278,317,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$233,576,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$657,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$725,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$725,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$25,275,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$22,800,000
Employer contributions (assets) at end of year2012-12-31$22,800,000
Employer contributions (assets) at beginning of year2012-12-31$17,360,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,927,821
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31830414789
2011 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$18,391,371
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,944,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,944,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,360,000
Value of total assets at end of year2011-12-31$251,662,226
Value of total assets at beginning of year2011-12-31$238,215,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,624,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,624,335
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$13,446,581
Value of net assets at end of year (total assets less liabilities)2011-12-31$251,662,226
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$238,215,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$233,576,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$190,982,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$725,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$660,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$660,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,592,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,360,000
Employer contributions (assets) at end of year2011-12-31$17,360,000
Employer contributions (assets) at beginning of year2011-12-31$46,572,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,944,790
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31830414789
2010 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$80,322,265
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,409,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,409,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$57,691,028
Value of total assets at end of year2010-12-31$238,215,645
Value of total assets at beginning of year2010-12-31$162,303,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,734,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,734,927
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$75,912,324
Value of net assets at end of year (total assets less liabilities)2010-12-31$238,215,645
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$162,303,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$190,982,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$153,653,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$660,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$650,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$650,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$17,896,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$57,691,028
Employer contributions (assets) at end of year2010-12-31$46,572,757
Employer contributions (assets) at beginning of year2010-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,409,941
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31830414789
2009 : SAINT LUKES HEALTH NETWORK PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAINT LUKES HEALTH NETWORK PENSION PLAN

2023: SAINT LUKES HEALTH NETWORK PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SAINT LUKES HEALTH NETWORK PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAINT LUKES HEALTH NETWORK PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAINT LUKES HEALTH NETWORK PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAINT LUKES HEALTH NETWORK PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAINT LUKES HEALTH NETWORK PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAINT LUKES HEALTH NETWORK PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAINT LUKES HEALTH NETWORK PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAINT LUKES HEALTH NETWORK PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAINT LUKES HEALTH NETWORK PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAINT LUKES HEALTH NETWORK PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAINT LUKES HEALTH NETWORK PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAINT LUKES HEALTH NETWORK PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAINT LUKES HEALTH NETWORK PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAINT LUKES HEALTH NETWORK PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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