PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. ST. LUKES HEALTH SYSTEM, LTD.
Sponsor portfolioTH

ST. LUKES HEALTH SYSTEM, LTD.

EIN 56-2570681-hospital & health care-Latest filing 2025
Plans
9
Retirement
4
$2.06B assets
Welfare
5
$5.6M premiums
Participants
120,092
190 E BANNOCK - BOISE, ID 83712208-381-4357stlukesonline.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
9 filings
#003403b-$1.14B - 22,859 part#004ProfitSharing-$769.9M - 26,095 part#002CashBalance-$144.4M - 891 part#006TraditionalDB-$2.4M - 0 part#503Fully Insured-$3.1M - 23,354 lives#501Mixed-$2.5M - 18,187 lives#504Self Funded-0 lives#505Self Funded-0 lives#506Fully Insured-17,678 lives

Retirement portfolio analytics

4 plans aggregated / $2.06B assets / 49,845 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • MATCHED 403B PLAN (#003)56%
  • 401(A) MATCHING PLAN (#004)37%
  • SYSTEM BASIC PENSION (#002)7%
  • MEDICAL CENTER PENSION (#006)0%
Total $2.06BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(A) MATCHING PLAN (#004)26,095
  • MATCHED 403B PLAN (#003)22,859
  • SYSTEM BASIC PENSION (#002)891
Total 49,845Click row to drill in

Benefits portfolio analytics

5 plans / $5.6M premiums / 59,219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Life$3.1M
  • Dental$2.2M
Total $5.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY56%
  • WILLAMETTE DENTAL INSURANCE, INC.39%
  • COMPSYCH5%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $5.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $398K1 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. LUKES HEALTH SYSTEM MATCHED 403B PLAN

403b

Assets$1.14B
Participants22,859
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ST. LUKE'S HEALTH SYSTEM PERFORMANCE INCENTIVE AND 401(A) MATCHING PLAN

ProfitSharing

Assets$769.9M
Participants26,095
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ST. LUKE'S HEALTH SYSTEM BASIC PENSION PLAN

CashBalance

Assets$144.4M
Participants891
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

MAGIC VALLEY REGIONAL MEDICAL CENTER PENSION PLAN

TraditionalDB

Assets$2.4M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ST. LUKES HEALTH SYSTEM, LTD. LIFE INSURANCE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives23,354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ST. LUKES HEALTH SYSTEM, LTD. EMPLOYEE HEALTH CARE PLAN

Mixed - WILLAMETTE DENTAL OF IDAHO, INC.

Premiums$2.5M
Covered lives18,187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ST. LUKES HEALTH SYSTEM, LTD. LONG TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ST. LUKES HEALTH SYSTEM 125 FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

ST. LUKES HEALTH SYSTEM ACCIDENT AND SICK DISABILITY PLAN

Fully Insured - NATIONAL UNION FIRE INS. CO OF PITTSBURGH, PA

Premiums$0
Covered lives17,678
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN403b$1.14B22,8592024
004ST. LUKE'S HEALTH SYSTEM PERFORMANCE INCENTIVE AND 401(A) MATCHING PLANProfitSharing$769.9M26,0952024
002ST. LUKE'S HEALTH SYSTEM BASIC PENSION PLANCashBalance$144.4M8912024
006MAGIC VALLEY REGIONAL MEDICAL CENTER PENSION PLANTraditionalDB$2.4M02024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ST. LUKES HEALTH SYSTEM, LTD. LIFE INSURANCE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$3.1M23,3542025
501ST. LUKES HEALTH SYSTEM, LTD. EMPLOYEE HEALTH CARE PLANMixedWILLAMETTE DENTAL OF IDAHO, INC.$2.5M18,1872025
504ST. LUKES HEALTH SYSTEM, LTD. LONG TERM DISABILITY PLANSelf Funded-$002025
505ST. LUKES HEALTH SYSTEM 125 FLEXIBLE BENEFIT PLANSelf Funded-$002025
506ST. LUKES HEALTH SYSTEM ACCIDENT AND SICK DISABILITY PLANFully InsuredNATIONAL UNION FIRE INS. CO OF PITTSBURGH, PA$017,6782025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica