Retirement plan

SAINT LUKE'S HEALTH SYSTEM, INC. RETIREMENT PLAN

Name: SAINT LUKES HEALTH SYSTEM - SAINT LUKE'S HEALTH SYSTEM, INC. RETIREMENT PLAN (2022) 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 2022

901 E. 104TH STREET, MAILSTOP 800 NW - KANSAS CITY, MO 64131816-932-2300LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

2 filings

#004Retirement-$673.0M assets #003Retirement-$340.6M assets

Prospect flagsHigh cash

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)

$413K

+4.3% from 2016

Total participants

+8.9% from 2016

Average account balance

No prior year

Annual return

-12.58%

-8.41 pp from 2016

Benchmarks

See 13,095 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants<25

Cohort13,095 peers

Snapshot2022

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 by compensation

Provider	Service type	Compensation
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264	Actuarial	$955,008
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE Service code 28 · EIN 13-6038768	Investment Management	$538,459
COMMERCE BANK1 year Filed as: COMMERCE TRUST CO. Service code 28 1000 WALNUT ST. · KANSAS CITY, MA 64106	Investment Management	$47,941
TORTOISE CAPITAL ADVISORS LLC8+ years Service code 28 · EIN 22-3875939	Investment Management	$31,836
SILCHESTER INTERNATIONAL INVESTORS8+ years Service code 28 · EIN 45-3056700	Investment Management	$16,794
GOLDMAN SACHS8+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973	Investment Management	$15,071
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: CITY NATIONAL BANK Service code 28 · EIN 95-1780067	Investment Management	$8,408
ERNST & YOUNG LLP8+ years Service code 10 5 TIMES SQUARE · NEW YORK, NY 10036	Accounting	$7,416
HOOD RIVER CAPITAL MANAGEMENT8+ years Service code 28 · EIN 46-1294859	Investment Management	$5,873
CBIZ RETIREMENT PLAN SERVICES4 years Filed as: CBIZ, INC. Service code 49 · EIN 22-2769024	Other Services	$5,157

Plan features & details

Pension benefit codes1A1C1H1I3H

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).
1H
PBGC terminated and closed out plan
Plan covered by PBGC that was terminated and closed out for PBGC purposes (standard or distress termination with distribution of plan assets or trustee appointed under ERISA section 4042).
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

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$3.0M

Investment mgmt$616K20.6%
Other / not subdivided$2M79.4%

% of EOY assets

723.778%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RUBINBROWN LLP
Auditor EIN: 430765316
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$278,553-100.0%

$267,477-100.0%

$349,369-100.0%

Participation rate

0.0%

44.1%-44.1pp

35.5%-35.5pp

44.4%-44.4pp

Annual return

-12.58%

-41.92%+29.3pp

-38.86%+26.3pp

-14.65%+2.1pp

Employer contribution / active EE

$40,096-100.0%

$37,756-100.0%

$46,322-100.0%

Participant deferral / active EE

$13-100.0%

$16-100.0%

$60-100.0%

Admin fee / account holder

$15,763-100.0%

$16,942-100.0%

$14,582-100.0%

Provider

Service type

Compensation

AON CONSULTING5 years

Filed as: AON CONSULTING, INC.

Service code 11 · EIN 22-2232264

Actuarial

$955,008

JPMORGAN INVEST HOLDINGS LLC4 years

Filed as: JPMORGAN CHASE

Service code 28 · EIN 13-6038768

Investment Management

$538,459

COMMERCE BANK1 year

Filed as: COMMERCE TRUST CO.

Service code 28

1000 WALNUT ST. · KANSAS CITY, MA 64106

Investment Management

$47,941

TORTOISE CAPITAL ADVISORS LLC8+ years

Service code 28 · EIN 22-3875939

Investment Management

$31,836

SILCHESTER INTERNATIONAL INVESTORS8+ years

Service code 28 · EIN 45-3056700

Investment Management

$16,794

GOLDMAN SACHS8+ years

Filed as: 1607 CAPITAL PARTNERS

Service code 28 · EIN 26-0529973

Investment Management

$15,071

RBC GLOBAL ASSET MANAGEMENT4 years

Filed as: CITY NATIONAL BANK

Service code 28 · EIN 95-1780067

Investment Management

$8,408

ERNST & YOUNG LLP8+ years

Service code 10

5 TIMES SQUARE · NEW YORK, NY 10036

Accounting

$7,416

HOOD RIVER CAPITAL MANAGEMENT8+ years

Service code 28 · EIN 46-1294859

Investment Management

$5,873

CBIZ RETIREMENT PLAN SERVICES4 years

Filed as: CBIZ, INC.

Service code 49 · EIN 22-2769024

Other Services

$5,157

SAINT LUKE'S HEALTH SYSTEM, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

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

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