Retirement plan

SAINT LUKE'S HEALTH SYSTEM, INC. RETIREMENT PLAN

Name: SAINT LUKES HEALTH SYSTEM - SAINT LUKE'S HEALTH SYSTEM, INC. RETIREMENT PLAN (2017) Form 5500
Creator: SAINT LUKES HEALTH SYSTEM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAINT LUKE'S HEALTH SYSTEM, INC. RETIREMENT PLAN, SAINT LUKES HEALTH SYSTEM

SAINT LUKES HEALTH SYSTEMEIN 43-1747502Plan #001PY 2017

901 E. 104TH STREET, MAILSTOP 800 NW - KANSAS CITY, MO 64131816-932-3377LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

2 filings

#004Retirement-$422.0M assets #003Retirement-$206.8M assets

Prospect flagsLow employer contribution

Top hat statement on fileNQDC

Filed December 28, 2011 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$173.5M

+4.3% from 2016

Total participants

5,212

+8.9% from 2016

Average account balance

No prior year

Annual return

11.41%

-8.41 pp from 2016

Benchmarks

See 168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants1,000-4,999

Cohort168 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Top 10 of 15 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Service code 11 · EIN 13-3689044	Actuarial	$411,241
SILCHESTER INTERNATIONAL INVESTORS3+ years Service code 28 · EIN 43-3056700	Investment Management	$112,123
HEWITT ASSOCIATES LLC3+ years Service code 10 8182 MARYLAND AVE. · CLAYTON, MO 63105	Accounting	$73,967
GOLDMAN SACHS3+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973	Investment Management	$71,195
AON CONSULTING1 year Service code 25 200 E RANDOLPH · CHICAGO, IL 60601	Directed Trustee	$64,525
COMMERCE BANK3+ years Service code 25 · EIN 44-0206815	Directed Trustee	$61,991
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650	Discretionary Trustee	$39,794
BLACKROCK1 year Filed as: BALCKROCK INSTITUTIONAL TRUST CO Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105	Investment Management	$35,619
TORTOISE CAPITAL ADVISORS LLC3+ years Service code 28 11550 ASH STREET · LEAWOOD, KS 66211	Investment Management	$27,698
ERNST & YOUNG LLP3+ years Service code 10 5 TIMES SQUARE · NEW YORK, NY 10036	Accounting	$25,422

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C1I3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1I
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2.4M

$672 / participant

Investment mgmt$338K14.0%
Other / not subdivided$2M86.0%

% of EOY assets

1.386%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$198,173-100.0%

Participation rate

0.0%

0.0%0pp

42.0%-42.0pp

0.0%0pp

Annual return

11.41%

26.60%-15.2pp

10.16%+1.3pp

17.84%-6.4pp

Employer contribution / active EE

$419

$7,232-94.2%

$33,192-98.7%

$14,688-97.1%

Participant deferral / active EE

$539-100.0%

$66-100.0%

$770-100.0%

Admin fee / account holder

$7,531-100.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 11 · EIN 13-3689044

Actuarial

$411,241

SILCHESTER INTERNATIONAL INVESTORS3+ years

Service code 28 · EIN 43-3056700

Investment Management

$112,123

HEWITT ASSOCIATES LLC3+ years

Service code 10

8182 MARYLAND AVE. · CLAYTON, MO 63105

Accounting

$73,967

GOLDMAN SACHS3+ years

Filed as: 1607 CAPITAL PARTNERS

Service code 28 · EIN 26-0529973

Investment Management

$71,195

AON CONSULTING1 year

Service code 25

200 E RANDOLPH · CHICAGO, IL 60601

Directed Trustee

$64,525

COMMERCE BANK3+ years

Service code 25 · EIN 44-0206815

Directed Trustee

$61,991

JPMORGAN INVEST HOLDINGS LLC3+ years

Filed as: JPMORGAN CHASE BANK, N.A.

Service code 24 · EIN 13-4994650

Discretionary Trustee

$39,794

BLACKROCK1 year

Filed as: BALCKROCK INSTITUTIONAL TRUST CO

Service code 28

400 HOWARD ST · SAN FRANCISCO, CA 94105

Investment Management

$35,619

TORTOISE CAPITAL ADVISORS LLC3+ years

Service code 28

11550 ASH STREET · LEAWOOD, KS 66211

Investment Management

$27,698

ERNST & YOUNG LLP3+ years

Service code 10

5 TIMES SQUARE · NEW YORK, NY 10036

Accounting

$25,422

SAINT LUKE'S HEALTH SYSTEM, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAINT LUKE'S HEALTH SYSTEM, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion