Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SAINT LUKE'S HEALTH SYSTEM
EIN 43-1747502hospital & health careLatest filing 2024
Plans
3
Retirement
2
$1.45B assets
Welfare
1
$8.7M premiums
Participants
31,935
901 E. 104TH STREET, MAILSTOP 800NW - KANSAS CITY, MO 64131816-932-3377LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.45B assets / 31,935 participantsParticipants by plan
Active + retired + deferred vested
- AND MATCHING PLAN (#003)15,241
Benefits portfolio analytics
1 plan / $8.7M premiums / 11,056 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$7.3M
- Short-term disability$7.3M
- Long-term disability$7.3M
- Other$7.3M
- Vision$1.4M
Carrier market share
Premium dollars by Schedule A carrier
84%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY84%
- VISION SERVICE PLAN16%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SAINT LUKE'S 403(B) PLAN
403b
Assets$960.9M
Participants16,694
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN
401k
Assets$491.8M
Participants15,241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAINT LUKE'S EMPLOYEE WELFARE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$8.7M
Covered lives11,056
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SAINT LUKE'S 403(B) PLAN | 403b | $960.9M | 16,694 | 2024 | |
| 003 | SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN | 401k | $491.8M | 15,241 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAINT LUKE'S EMPLOYEE WELFARE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8.7M | 11,056 | 2024 |
Retirement plans
Welfare plans