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ST. LUKE'S HEALTH NETWORK 403(B) PLAN 401k Plan overview

Plan NameST. LUKE'S HEALTH NETWORK 403(B) PLAN
Plan identification number 003

ST. LUKE'S HEALTH NETWORK 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. LUKE'S HEALTH NETWORK, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. LUKE'S HEALTH NETWORK, INC.
Employer identification number (EIN):231352213
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKE'S HEALTH NETWORK 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01SHARON CAVANAUGH
0032016-01-01SHARON CAVANAUGH
0032015-01-01THOMAS LICHTENWALNER
0032014-01-01THOMAS LICHTENWALNER
0032013-01-01THOMAS LICHTENWALNER
0032012-01-01THOMAS P. LICHTENWALNER THOMAS P. LICHTENWALNER2013-10-07
0032011-01-01THOMAS P LICHTENWALNER THOMAS P LICHTENWALNER2012-10-08
0032010-01-01THOMAS P LICHTENWALNER
0032009-01-01THOMAS P LICHTENWALNER THOMAS P LICHTENWALNER2010-10-18
0032009-01-01THOMAS LICHTENWALNER
0032009-01-01THOMAS LICHTENWAGNER
0032009-01-01THOMAS P. LICHTENWALNER
0032009-01-01THOMAS LICHTENWALNER THOMAS LICHTENWALNER2011-01-26
0032009-01-01THOMAS P. LICHTENWAGNER
0032009-01-01THOMAS LICHTENWAGNER
0032009-01-01THOMAS P LICHTENWALNER
0032009-01-01THOMAS P LICHTENWALNER
0032009-01-01THOMAS LICHTENWALNER

Plan Statistics for ST. LUKE'S HEALTH NETWORK 403(B) PLAN

401k plan membership statisitcs for ST. LUKE'S HEALTH NETWORK 403(B) PLAN

Measure Date Value
2022: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119,448
Total number of active participants reported on line 7a of the Form 55002022-01-0118,568
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-013,329
Total of all active and inactive participants2022-01-0121,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-0121,928
Number of participants with account balances2022-01-0117,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117,144
Total number of active participants reported on line 7a of the Form 55002021-01-0117,079
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-012,342
Total of all active and inactive participants2021-01-0119,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-0119,448
Number of participants with account balances2021-01-0114,949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116,832
Total number of active participants reported on line 7a of the Form 55002020-01-0116,015
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-011,117
Total of all active and inactive participants2020-01-0117,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-0117,142
Number of participants with account balances2020-01-0111,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0115,720
Total number of active participants reported on line 7a of the Form 55002019-01-0115,855
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01951
Total of all active and inactive participants2019-01-0116,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-0116,824
Number of participants with account balances2019-01-019,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112,375
Total number of active participants reported on line 7a of the Form 55002018-01-0115,105
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01596
Total of all active and inactive participants2018-01-0115,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-0115,713
Number of participants with account balances2018-01-017,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,934
Total number of active participants reported on line 7a of the Form 55002017-01-0111,877
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01488
Total of all active and inactive participants2017-01-0112,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-0112,375
Number of participants with account balances2017-01-015,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,095
Total number of active participants reported on line 7a of the Form 55002016-01-0110,651
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01273
Total of all active and inactive participants2016-01-0110,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-0110,934
Number of participants with account balances2016-01-014,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,058
Total number of active participants reported on line 7a of the Form 55002015-01-019,860
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01232
Total of all active and inactive participants2015-01-0110,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110,092
Number of participants with account balances2015-01-013,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019,099
Total number of active participants reported on line 7a of the Form 55002014-01-019,014
Number of retired or separated participants receiving benefits2014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-019,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-019,046
Number of participants with account balances2014-01-013,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,288
Total number of active participants reported on line 7a of the Form 55002013-01-017,932
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-017,997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017,997
Number of participants with account balances2013-01-011,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,855
Total number of active participants reported on line 7a of the Form 55002012-01-017,208
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0170
Total of all active and inactive participants2012-01-017,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017,278
Number of participants with account balances2012-01-011,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,682
Total number of active participants reported on line 7a of the Form 55002011-01-016,805
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-016,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016,855
Number of participants with account balances2011-01-01907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,766
Total number of active participants reported on line 7a of the Form 55002010-01-016,576
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-016,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016,597
Number of participants with account balances2010-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,670
Total number of active participants reported on line 7a of the Form 55002009-01-016,758
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-016,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016,766
Number of participants with account balances2009-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ST. LUKE'S HEALTH NETWORK 403(B) PLAN

Measure Date Value
2022 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,148,042
Total of all expenses incurred2022-12-31$29,969,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$29,246,138
Expenses. Certain deemed distributions of participant loans2022-12-31$47,258
Value of total corrective distributions2022-12-31$23,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$84,798,950
Value of total assets at end of year2022-12-31$503,393,141
Value of total assets at beginning of year2022-12-31$539,511,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$652,486
Total interest from all sources2022-12-31$467,901
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,776,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,776,600
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$79,318,425
Participant contributions at end of year2022-12-31$1,403,346
Participant contributions at beginning of year2022-12-31$1,905,041
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,480,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,392
Administrative expenses (other) incurred2022-12-31$652,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-36,117,894
Value of net assets at end of year (total assets less liabilities)2022-12-31$503,393,141
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$539,511,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$482,632,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$521,044,123
Interest on participant loans2022-12-31$77,544
Interest earned on other investments2022-12-31$390,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,356,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$16,560,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-101,191,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$29,246,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2022-12-31830414789
2021 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$140,146,103
Total of all expenses incurred2021-12-31$29,929,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,317,123
Expenses. Certain deemed distributions of participant loans2021-12-31$4,422
Value of total corrective distributions2021-12-31$14,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$78,559,133
Value of total assets at end of year2021-12-31$539,511,035
Value of total assets at beginning of year2021-12-31$429,294,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$593,384
Total interest from all sources2021-12-31$436,179
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,851,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,851,536
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$66,006,344
Participant contributions at end of year2021-12-31$1,905,041
Participant contributions at beginning of year2021-12-31$2,367,479
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,552,789
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,770
Administrative expenses (other) incurred2021-12-31$593,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$110,216,940
Value of net assets at end of year (total assets less liabilities)2021-12-31$539,511,035
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$429,294,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$521,044,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$410,893,912
Interest on participant loans2021-12-31$114,737
Interest earned on other investments2021-12-31$321,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$16,560,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,024,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$52,299,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$29,317,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2021-12-31830414789
2020 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$114,916,281
Total of all expenses incurred2020-12-31$23,886,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,442,051
Expenses. Certain deemed distributions of participant loans2020-12-31$9,286
Value of total corrective distributions2020-12-31$2,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$61,337,577
Value of total assets at end of year2020-12-31$429,294,095
Value of total assets at beginning of year2020-12-31$338,264,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$432,941
Total interest from all sources2020-12-31$477,553
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,045,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,045,955
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$53,817,099
Participant contributions at end of year2020-12-31$2,367,479
Participant contributions at beginning of year2020-12-31$2,705,020
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,520,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,318
Administrative expenses (other) incurred2020-12-31$432,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$91,029,678
Value of net assets at end of year (total assets less liabilities)2020-12-31$429,294,095
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$338,264,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$410,893,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$322,720,004
Interest on participant loans2020-12-31$146,083
Interest earned on other investments2020-12-31$331,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,024,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,835,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$46,055,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,442,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2020-12-31830414789
2019 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$112,728,218
Total of all expenses incurred2019-12-31$16,068,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,690,526
Expenses. Certain deemed distributions of participant loans2019-12-31$16,340
Value of total corrective distributions2019-12-31$1,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,912,559
Value of total assets at end of year2019-12-31$338,264,417
Value of total assets at beginning of year2019-12-31$241,604,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$360,040
Total interest from all sources2019-12-31$390,570
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,950,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,950,152
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$43,362,071
Participant contributions at end of year2019-12-31$2,705,020
Participant contributions at beginning of year2019-12-31$1,817,371
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,550,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,023
Administrative expenses (other) incurred2019-12-31$360,040
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$96,659,747
Value of net assets at end of year (total assets less liabilities)2019-12-31$338,264,417
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$241,604,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$322,720,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$227,866,205
Interest on participant loans2019-12-31$121,031
Interest earned on other investments2019-12-31$269,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,835,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,917,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$47,474,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,690,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2019-12-31830414789
2018 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,812
Total income from all sources (including contributions)2018-12-31$39,537,981
Total of all expenses incurred2018-12-31$13,429,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,969,649
Expenses. Certain deemed distributions of participant loans2018-12-31$115,054
Value of total corrective distributions2018-12-31$12,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$53,435,022
Value of total assets at end of year2018-12-31$241,604,670
Value of total assets at beginning of year2018-12-31$215,529,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$332,355
Total interest from all sources2018-12-31$291,900
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,321,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,321,168
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$34,297,048
Participant contributions at end of year2018-12-31$1,817,371
Participant contributions at beginning of year2018-12-31$1,422,498
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,037,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,478
Administrative expenses (other) incurred2018-12-31$332,355
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$33,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$26,108,775
Value of net assets at end of year (total assets less liabilities)2018-12-31$241,604,670
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$215,495,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$227,866,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$204,280,446
Interest on participant loans2018-12-31$78,969
Interest earned on other investments2018-12-31$212,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,917,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,821,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,510,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$100,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,969,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31830414789
2017 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,812
Total income from all sources (including contributions)2017-12-31$60,216,315
Total of all expenses incurred2017-12-31$8,979,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,550,555
Expenses. Certain deemed distributions of participant loans2017-12-31$269,120
Value of total corrective distributions2017-12-31$1,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,374,783
Value of total assets at end of year2017-12-31$215,529,707
Value of total assets at beginning of year2017-12-31$164,258,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$158,677
Total interest from all sources2017-12-31$247,112
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,728,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,728,685
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$26,193,183
Participant contributions at end of year2017-12-31$1,422,498
Participant contributions at beginning of year2017-12-31$1,326,361
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,112,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,478
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,314
Administrative expenses (other) incurred2017-12-31$158,677
Liabilities. Value of operating payables at end of year2017-12-31$33,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$51,236,919
Value of net assets at end of year (total assets less liabilities)2017-12-31$215,495,895
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$164,258,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$204,280,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$152,912,596
Interest on participant loans2017-12-31$57,842
Interest earned on other investments2017-12-31$189,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,821,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,010,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$24,865,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$69,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,550,555
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31830414789
2016 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$35,028,598
Total of all expenses incurred2016-12-31$9,889,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,625,246
Expenses. Certain deemed distributions of participant loans2016-12-31$66,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,910,781
Value of total assets at end of year2016-12-31$164,258,976
Value of total assets at beginning of year2016-12-31$139,119,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$197,706
Total interest from all sources2016-12-31$218,712
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,983,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,983,894
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$22,212,031
Participant contributions at end of year2016-12-31$1,326,361
Participant contributions at beginning of year2016-12-31$1,057,896
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,635,567
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$9,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$26,894
Administrative expenses (other) incurred2016-12-31$197,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$25,139,180
Value of net assets at end of year (total assets less liabilities)2016-12-31$164,258,976
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$139,119,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$152,912,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$129,763,505
Interest on participant loans2016-12-31$53,267
Interest earned on other investments2016-12-31$165,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,010,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,298,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,888,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$63,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,625,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TORILLO & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31830414789
2015 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$29,432,836
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,875,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,471,518
Expenses. Certain deemed distributions of participant loans2015-12-31$32,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,935,380
Value of total assets at end of year2015-12-31$139,119,796
Value of total assets at beginning of year2015-12-31$117,561,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$371,495
Total interest from all sources2015-12-31$199,694
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,157,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,157,604
Administrative expenses professional fees incurred2015-12-31$19,449
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$19,875,775
Participant contributions at end of year2015-12-31$1,057,896
Participant contributions at beginning of year2015-12-31$886,628
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,996,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,567,028
Other income not declared elsewhere2015-12-31$175,484
Administrative expenses (other) incurred2015-12-31$13,103
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$21,557,816
Value of net assets at end of year (total assets less liabilities)2015-12-31$139,119,796
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$117,561,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$129,763,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$93,710,006
Interest on participant loans2015-12-31$40,537
Interest earned on other investments2015-12-31$159,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,298,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,398,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,035,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$63,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,471,518
Contract administrator fees2015-12-31$338,943
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TORRILLO & ASSOCIATES
Accountancy firm EIN2015-12-31830414789
2014 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$5,567,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$50,038,902
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,225,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,951,029
Expenses. Certain deemed distributions of participant loans2014-12-31$9,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$44,727,615
Value of total assets at end of year2014-12-31$117,561,980
Value of total assets at beginning of year2014-12-31$68,181,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$265,323
Total interest from all sources2014-12-31$315,768
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,355,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,355,849
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$15,049,506
Participant contributions at end of year2014-12-31$886,628
Participant contributions at beginning of year2014-12-31$746,343
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,674,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,567,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$119,427
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$43,813,097
Value of net assets at end of year (total assets less liabilities)2014-12-31$117,561,980
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$68,181,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$93,710,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$55,596,415
Interest on participant loans2014-12-31$48,861
Interest earned on other investments2014-12-31$266,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,398,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,839,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,520,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,951,029
Contract administrator fees2014-12-31$265,323
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TORRILLO & ASSOCIATES
Accountancy firm EIN2014-12-31830414789
2013 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$30,151,578
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,608,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,489,128
Expenses. Certain deemed distributions of participant loans2013-12-31$23,212
Value of total corrective distributions2013-12-31$1,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,801,288
Value of total assets at end of year2013-12-31$68,181,855
Value of total assets at beginning of year2013-12-31$41,638,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$94,193
Total interest from all sources2013-12-31$291,691
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,261,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,261,245
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,747,368
Participant contributions at end of year2013-12-31$746,343
Participant contributions at beginning of year2013-12-31$472,069
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,053,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$1,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$26,543,477
Value of net assets at end of year (total assets less liabilities)2013-12-31$68,181,855
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,638,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$55,596,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,177,185
Interest on participant loans2013-12-31$23,189
Interest earned on other investments2013-12-31$268,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,839,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,987,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,797,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,489,128
Contract administrator fees2013-12-31$94,193
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TORRILLO & ASSOCIATES
Accountancy firm EIN2013-12-31830414789
2012 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,289
Total income from all sources (including contributions)2012-12-31$15,941,698
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,638,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,588,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,699,421
Value of total assets at end of year2012-12-31$41,638,378
Value of total assets at beginning of year2012-12-31$28,367,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$49,420
Total interest from all sources2012-12-31$237,427
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$478,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$478,410
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,113,919
Participant contributions at end of year2012-12-31$472,069
Participant contributions at beginning of year2012-12-31$251,549
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,585,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$32,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$32,289
Total non interest bearing cash at end of year2012-12-31$1,428
Total non interest bearing cash at beginning of year2012-12-31$1,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,303,459
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,638,378
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,334,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,177,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,420,465
Interest on participant loans2012-12-31$17,317
Interest earned on other investments2012-12-31$220,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,987,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,650,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,526,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,588,819
Contract administrator fees2012-12-31$49,420
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TORRILLO & ASSOCIATES
Accountancy firm EIN2012-12-31830414789
2011 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,580
Total income from all sources (including contributions)2011-12-31$6,512,842
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,365,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,328,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,700,070
Value of total assets at end of year2011-12-31$28,367,208
Value of total assets at beginning of year2011-12-31$23,213,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$37,144
Total interest from all sources2011-12-31$217,028
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$447,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$447,648
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,957,265
Participant contributions at end of year2011-12-31$251,549
Participant contributions at beginning of year2011-12-31$193,624
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,742,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$32,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$30,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$32,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$26,580
Other income not declared elsewhere2011-12-31$3,716
Total non interest bearing cash at end of year2011-12-31$1,402
Total non interest bearing cash at beginning of year2011-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,147,694
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,334,919
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,187,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,420,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,199,633
Interest on participant loans2011-12-31$9,955
Interest earned on other investments2011-12-31$207,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,650,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,785,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-855,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,328,004
Contract administrator fees2011-12-31$37,144
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TORRILLO & ASSOCIATES
Accountancy firm EIN2011-12-31830414789
2010 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,932
Total income from all sources (including contributions)2010-12-31$9,257,679
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$140,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$124,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,178,581
Value of total assets at end of year2010-12-31$23,213,805
Value of total assets at beginning of year2010-12-31$14,088,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,533
Total interest from all sources2010-12-31$193,450
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$344,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$344,640
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,045,972
Participant contributions at end of year2010-12-31$193,624
Participant contributions at beginning of year2010-12-31$58,250
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,132,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$30,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$18,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$26,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$18,932
Other income not declared elsewhere2010-12-31$39,247
Administrative expenses (other) incurred2010-12-31$15
Total non interest bearing cash at end of year2010-12-31$1
Total non interest bearing cash at beginning of year2010-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$9,117,453
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,187,225
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,069,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,199,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,339,877
Interest on participant loans2010-12-31$5,901
Interest earned on other investments2010-12-31$187,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$134,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$134,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,785,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,537,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,501,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$124,693
Contract administrator fees2010-12-31$15,518
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31830414789
2009 : ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. LUKE'S HEALTH NETWORK 403(B) PLAN

2022: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. LUKE'S HEALTH NETWORK 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069834
Policy instance 2
Insurance contract or identification numberTA069834
Number of Individuals Covered17935
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005376-01
Policy instance 1
Insurance contract or identification number1005376-01
Number of Individuals Covered21
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069834
Policy instance 2
Insurance contract or identification numberTA069834
Number of Individuals Covered14949
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005376-01
Policy instance 1
Insurance contract or identification number1005376-01
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069834
Policy instance 2
Insurance contract or identification numberTA069834
Number of Individuals Covered11781
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005376-01
Policy instance 1
Insurance contract or identification number1005376-01
Number of Individuals Covered24
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069834
Policy instance 2
Insurance contract or identification numberTA069834
Number of Individuals Covered9901
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005376-01
Policy instance 1
Insurance contract or identification number1005376-01
Number of Individuals Covered25
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005376-01
Policy instance 1
Insurance contract or identification number1005376-01
Number of Individuals Covered28
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069834
Policy instance 2
Insurance contract or identification numberTA069834
Number of Individuals Covered7142
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069834
Policy instance 2
Insurance contract or identification numberTA069834
Number of Individuals Covered5175
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005376-01
Policy instance 1
Insurance contract or identification number1005376-01
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005376-01
Policy instance 2
Insurance contract or identification number1005376-01
Number of Individuals Covered32
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893939-007
Policy instance 1
Insurance contract or identification number893939-007
Number of Individuals Covered358
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893939-007
Policy instance 1
Insurance contract or identification number893939-007
Number of Individuals Covered2199
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893939-007
Policy instance 1
Insurance contract or identification number893939-007
Number of Individuals Covered1225
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893939-007
Policy instance 1
Insurance contract or identification number893939-007
Number of Individuals Covered1113
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893939-007
Policy instance 1
Insurance contract or identification number893939-007
Number of Individuals Covered839
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893939-007
Policy instance 1
Insurance contract or identification number893939-007
Number of Individuals Covered667
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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