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  2. ST. LUKES HOSPITAL
Sponsor portfolioTH

ST. LUKES HOSPITAL

EIN 41-0714079-Latest filing 2025
Plans
3
Retirement
2
$551.9M assets
Welfare
1
$1.6M premiums
Participants
7,384
915 EAST FIRST STREET - DULUTH, MN 558052107218-249-6012
Plans on this EIN
3 filings
#003401k-$422.9M - 3,924 part#002TraditionalDB-$128.9M - 1,280 part#501Mixed-$1.6M - 3,254 lives

Retirement portfolio analytics

2 plans aggregated / $551.9M assets / 5,204 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • OF DULUTH Savings (#003)77%
  • HOSPITAL OF DULUTH (#002)23%
Total $551.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF DULUTH Savings (#003)3,924
  • HOSPITAL OF DULUTH (#002)1,280
Total 5,204Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 3,254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.2M
  • Life$403K
  • Other$403K
Total $1.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $1.6M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $140K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ST. LUKE'S HOSPITAL OF DULUTH SAVINGS PLAN

401k

Assets$422.9M
Participants3,924
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH

TraditionalDB

Assets$128.9M
Participants1,280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST. LUKES HOSPITAL BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives3,254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ST. LUKE'S HOSPITAL OF DULUTH SAVINGS PLAN401k$422.9M3,9242024
002PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTHTraditionalDB$128.9M1,2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. LUKES HOSPITAL BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.6M3,2542025
Retirement plans
Welfare plans
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