401k Plan data: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN plan

ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 401k Plan overview

Plan Name	ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN
Plan identification number	003

ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

ST. LUKES HEALTH SYSTEM, LTD. has sponsored the creation of one or more 401k plans.

Company Name: ST. LUKES HEALTH SYSTEM, LTD.

Employer identification number (EIN): 562570681

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 PETER DIDIO, VP, CONTROLLER
003 2016-01-01 PETER DIDIO, VP, CONTROLLER
003 2015-01-01 PETER DIDIO, VP, CONTROLLER
003 2014-01-01 PETER DIDIO, VP, CONTROLLER

Plan Statistics for ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN

401k plan membership statisitcs for ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN

Measure Date Value
2022: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 17,984
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 16,715
Number of retired or separated participants receiving benefits 2022-01-01 72
Number of other retired or separated participants entitled to future benefits 2022-01-01 3,675
Total of all active and inactive participants 2022-01-01 20,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 20,464
Number of participants with account balances 2022-01-01 15,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 17,984
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 15,284
Number of retired or separated participants receiving benefits 2021-01-01 41
Number of other retired or separated participants entitled to future benefits 2021-01-01 2,656
Total of all active and inactive participants 2021-01-01 17,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 17,984
Number of participants with account balances 2021-01-01 13,071
2020: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17,507
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15,284
Number of retired or separated participants receiving benefits 2020-01-01 41
Number of other retired or separated participants entitled to future benefits 2020-01-01 2,656
Total of all active and inactive participants 2020-01-01 17,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 17,984
Number of participants with account balances 2020-01-01 13,071
2019: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17,073
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14,789
Number of retired or separated participants receiving benefits 2019-01-01 59
Number of other retired or separated participants entitled to future benefits 2019-01-01 2,656
Total of all active and inactive participants 2019-01-01 17,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 17,507
Number of participants with account balances 2019-01-01 12,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16,367
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 14,799
Number of retired or separated participants receiving benefits 2018-01-01 61
Number of other retired or separated participants entitled to future benefits 2018-01-01 2,208
Total of all active and inactive participants 2018-01-01 17,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 17,073
Number of participants with account balances 2018-01-01 11,960
2017: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15,815
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14,200
Number of retired or separated participants receiving benefits 2017-01-01 42
Number of other retired or separated participants entitled to future benefits 2017-01-01 2,122
Total of all active and inactive participants 2017-01-01 16,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 16,367
Number of participants with account balances 2017-01-01 10,823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15,024
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13,916
Number of other retired or separated participants entitled to future benefits 2016-01-01 1,899
Total of all active and inactive participants 2016-01-01 15,815
Total participants 2016-01-01 15,815
Number of participants with account balances 2016-01-01 10,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14,040
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13,479
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,545
Total of all active and inactive participants 2015-01-01 15,024
Total participants 2015-01-01 15,024
Number of participants with account balances 2015-01-01 8,943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10,460
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12,566
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,474
Total of all active and inactive participants 2014-01-01 14,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14,040
Number of participants with account balances 2014-01-01 8,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	17,984
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	16,715
Number of retired or separated participants receiving benefits	2022-01-01	72
Number of other retired or separated participants entitled to future benefits	2022-01-01	3,675
Total of all active and inactive participants	2022-01-01	20,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	20,464
Number of participants with account balances	2022-01-01	15,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	17,984
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	15,284
Number of retired or separated participants receiving benefits	2021-01-01	41
Number of other retired or separated participants entitled to future benefits	2021-01-01	2,656
Total of all active and inactive participants	2021-01-01	17,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	17,984
Number of participants with account balances	2021-01-01	13,071
2020: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17,507
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15,284
Number of retired or separated participants receiving benefits	2020-01-01	41
Number of other retired or separated participants entitled to future benefits	2020-01-01	2,656
Total of all active and inactive participants	2020-01-01	17,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	17,984
Number of participants with account balances	2020-01-01	13,071
2019: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17,073
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14,789
Number of retired or separated participants receiving benefits	2019-01-01	59
Number of other retired or separated participants entitled to future benefits	2019-01-01	2,656
Total of all active and inactive participants	2019-01-01	17,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	17,507
Number of participants with account balances	2019-01-01	12,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16,367
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	14,799
Number of retired or separated participants receiving benefits	2018-01-01	61
Number of other retired or separated participants entitled to future benefits	2018-01-01	2,208
Total of all active and inactive participants	2018-01-01	17,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	17,073
Number of participants with account balances	2018-01-01	11,960
2017: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15,815
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14,200
Number of retired or separated participants receiving benefits	2017-01-01	42
Number of other retired or separated participants entitled to future benefits	2017-01-01	2,122
Total of all active and inactive participants	2017-01-01	16,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	16,367
Number of participants with account balances	2017-01-01	10,823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15,024
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13,916
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,899
Total of all active and inactive participants	2016-01-01	15,815
Total participants	2016-01-01	15,815
Number of participants with account balances	2016-01-01	10,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14,040
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13,479
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,545
Total of all active and inactive participants	2015-01-01	15,024
Total participants	2015-01-01	15,024
Number of participants with account balances	2015-01-01	8,943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10,460
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12,566
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,474
Total of all active and inactive participants	2014-01-01	14,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14,040
Number of participants with account balances	2014-01-01	8,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN

Measure	Date	Value
2022 : ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-70,588,368
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$55,481,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$54,428,601
Expenses. Certain deemed distributions of participant loans	2022-12-31	$306,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$100,440,447
Value of total assets at end of year	2022-12-31	$771,593,986
Value of total assets at beginning of year	2022-12-31	$897,664,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$746,843
Total interest from all sources	2022-12-31	$348,259
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$32,314,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$32,314,926
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$87,669,502
Participant contributions at end of year	2022-12-31	$8,114,247
Participant contributions at beginning of year	2022-12-31	$7,034,274
Participant contributions at end of year	2022-12-31	$3,158
Participant contributions at beginning of year	2022-12-31	$3,406
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$12,770,945
Administrative expenses (other) incurred	2022-12-31	$746,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-126,070,354
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$771,593,986
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$897,664,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$726,841,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$855,802,251
Interest on participant loans	2022-12-31	$348,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$36,634,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$34,824,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-203,692,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$54,428,601
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2022-12-31	450250958
2021 : ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$203,337,501
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$54,749,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$53,751,089
Expenses. Certain deemed distributions of participant loans	2021-12-31	$375,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$94,697,636
Value of total assets at end of year	2021-12-31	$897,664,340
Value of total assets at beginning of year	2021-12-31	$749,076,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$622,663
Total interest from all sources	2021-12-31	$369,531
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$49,873,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$49,873,595
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$78,163,359
Participant contributions at end of year	2021-12-31	$7,034,274
Participant contributions at beginning of year	2021-12-31	$6,716,469
Participant contributions at end of year	2021-12-31	$3,406
Participant contributions at beginning of year	2021-12-31	$329
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$16,534,277
Administrative expenses (other) incurred	2021-12-31	$622,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$148,588,160
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$897,664,340
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$749,076,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$855,802,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$704,457,239
Interest on participant loans	2021-12-31	$369,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$34,824,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$37,902,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$58,396,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$53,751,089
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$105
Total income from all sources (including contributions)	2020-12-31	$189,263,444
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$45,554,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$44,880,503
Expenses. Certain deemed distributions of participant loans	2020-12-31	$328,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$77,254,873
Value of total assets at end of year	2020-12-31	$749,076,180
Value of total assets at beginning of year	2020-12-31	$605,367,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$345,914
Total interest from all sources	2020-12-31	$373,415
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$26,790,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$26,790,031
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$67,278,231
Participant contributions at end of year	2020-12-31	$6,716,469
Participant contributions at beginning of year	2020-12-31	$6,940,421
Participant contributions at end of year	2020-12-31	$329
Participant contributions at beginning of year	2020-12-31	$1,763
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$9,976,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$105
Administrative expenses (other) incurred	2020-12-31	$345,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$143,708,707
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$749,076,180
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$605,367,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$704,457,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$567,753,420
Interest on participant loans	2020-12-31	$373,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$37,902,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$30,671,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$84,845,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$44,880,503
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2020-12-31	450250958
2019 : ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$105
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$105
Total income from all sources (including contributions)	2019-12-31	$180,876,319
Total income from all sources (including contributions)	2019-12-31	$180,876,319
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$38,434,768
Total of all expenses incurred	2019-12-31	$38,434,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$37,683,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$37,683,518
Expenses. Certain deemed distributions of participant loans	2019-12-31	$428,059
Expenses. Certain deemed distributions of participant loans	2019-12-31	$428,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$70,658,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$70,658,668
Value of total assets at end of year	2019-12-31	$605,367,578
Value of total assets at end of year	2019-12-31	$605,367,578
Value of total assets at beginning of year	2019-12-31	$462,926,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$323,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$323,191
Total interest from all sources	2019-12-31	$364,840
Total interest from all sources	2019-12-31	$364,840
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$39,994,487
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$39,994,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$39,994,487
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$39,994,487
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$61,136,810
Contributions received from participants	2019-12-31	$61,136,810
Participant contributions at end of year	2019-12-31	$6,940,421
Participant contributions at end of year	2019-12-31	$6,940,421
Participant contributions at beginning of year	2019-12-31	$6,460,382
Participant contributions at beginning of year	2019-12-31	$6,460,382
Participant contributions at end of year	2019-12-31	$1,763
Participant contributions at end of year	2019-12-31	$1,763
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,521,858
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,521,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$105
Administrative expenses (other) incurred	2019-12-31	$323,191
Administrative expenses (other) incurred	2019-12-31	$323,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$142,441,551
Value of net income/loss	2019-12-31	$142,441,551
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$605,367,473
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$605,367,473
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$462,925,922
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$462,925,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$567,753,420
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$567,753,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$451,847,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$451,847,113
Interest on participant loans	2019-12-31	$364,840
Interest on participant loans	2019-12-31	$364,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$30,671,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$30,671,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,618,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,618,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$69,858,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$69,858,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$37,683,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$37,683,518
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDE BAILLY LLP
Accountancy firm name	2019-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2019-12-31	450250958
Accountancy firm EIN	2019-12-31	450250958
2018 : ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$31,901,272
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$35,315,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$34,531,590
Expenses. Certain deemed distributions of participant loans	2018-12-31	$482,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$63,313,723
Value of total assets at end of year	2018-12-31	$462,926,027
Value of total assets at beginning of year	2018-12-31	$466,340,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$301,741
Total interest from all sources	2018-12-31	$307,448
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$26,345,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$26,345,363
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$55,845,237
Participant contributions at end of year	2018-12-31	$6,460,382
Participant contributions at beginning of year	2018-12-31	$6,075,097
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$704
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$7,468,486
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$301,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,414,101
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$462,925,922
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$466,340,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$451,847,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$452,014,291
Interest on participant loans	2018-12-31	$307,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,618,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$8,249,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-58,065,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$34,531,590
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2018-12-31	450250958
2017 : ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$125,515,680
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$31,383,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$30,817,260
Expenses. Certain deemed distributions of participant loans	2017-12-31	$240,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$55,836,831
Value of total assets at end of year	2017-12-31	$466,340,023
Value of total assets at beginning of year	2017-12-31	$372,207,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$325,470
Total interest from all sources	2017-12-31	$244,005
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$18,417,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$18,417,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$49,100,911
Participant contributions at end of year	2017-12-31	$6,075,097
Participant contributions at beginning of year	2017-12-31	$5,201,976
Participant contributions at end of year	2017-12-31	$704
Participant contributions at beginning of year	2017-12-31	$84
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,735,920
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$8,163
Administrative expenses (other) incurred	2017-12-31	$325,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$94,132,044
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$466,340,023
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$372,207,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$452,014,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$354,230,205
Interest on participant loans	2017-12-31	$244,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$8,249,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$12,767,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$51,017,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$30,817,260
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2017-12-31	450250958
2016 : ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$90
Total income from all sources (including contributions)	2016-12-31	$75,660,060
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$27,334,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$26,795,251
Expenses. Certain deemed distributions of participant loans	2016-12-31	$279,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$50,624,844
Value of total assets at end of year	2016-12-31	$372,207,979
Value of total assets at beginning of year	2016-12-31	$323,882,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$259,769
Total interest from all sources	2016-12-31	$208,063
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$12,121,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$12,121,682
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$43,728,808
Participant contributions at end of year	2016-12-31	$5,201,976
Participant contributions at beginning of year	2016-12-31	$4,783,976
Participant contributions at end of year	2016-12-31	$84
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,896,036
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$8,163
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$15,082
Administrative expenses (other) incurred	2016-12-31	$259,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$48,325,466
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$372,207,979
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$323,882,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$354,230,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$300,682,931
Interest on participant loans	2016-12-31	$208,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$12,767,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$18,400,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$12,705,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$26,795,251
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$90
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2016-12-31	450250958
2015 : ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$90
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	$40,411,032
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$25,514,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$24,812,611
Expenses. Certain deemed distributions of participant loans	2015-12-31	$355,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$41,491,051
Value of total assets at end of year	2015-12-31	$323,882,603
Value of total assets at beginning of year	2015-12-31	$308,986,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$346,771
Total interest from all sources	2015-12-31	$199,721
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$27,298,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$27,298,043
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$38,693,834
Participant contributions at end of year	2015-12-31	$4,783,976
Participant contributions at beginning of year	2015-12-31	$4,163,527
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$5,831
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,797,217
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$15,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$346,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$14,896,273
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$323,882,513
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$308,986,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$300,682,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$273,803,133
Interest on participant loans	2015-12-31	$199,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$18,400,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$31,013,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-28,577,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$24,812,611
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$90
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2015-12-31	450250958
2014 : ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$34,264,866
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	$52,764,735
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$15,814,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$15,685,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$35,551,146
Value of total assets at end of year	2014-12-31	$308,986,240
Value of total assets at beginning of year	2014-12-31	$237,771,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$128,663
Total interest from all sources	2014-12-31	$916,769
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$28,999,442
Participant contributions at end of year	2014-12-31	$4,163,527
Participant contributions at beginning of year	2014-12-31	$3,126,871
Participant contributions at end of year	2014-12-31	$5,831
Participant contributions at beginning of year	2014-12-31	$1,986
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,551,704
Administrative expenses (other) incurred	2014-12-31	$128,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$36,950,191
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$308,986,240
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$237,771,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$273,803,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$209,126,762
Interest on participant loans	2014-12-31	$158,676
Income. Interest from US Government securities	2014-12-31	$758,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$31,013,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$25,515,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$16,296,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$15,685,881
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2014-12-31	450250958

Form 5500 Responses for ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN

2022: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA80158

Policy instance

Insurance contract or identification number	GA80158
Number of Individuals Covered	2653
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

62211

Policy instance

Insurance contract or identification number	62211
Number of Individuals Covered	363
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,569
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $1,456
Insurance broker organization code?	3

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA80158

Policy instance

Insurance contract or identification number	GA80158
Number of Individuals Covered	3110
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

62211

Policy instance

Insurance contract or identification number	62211
Number of Individuals Covered	375
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,958
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $1,326
Insurance broker organization code?	3

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA80158

Policy instance

Insurance contract or identification number	GA80158
Number of Individuals Covered	3067
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

62211

Policy instance

Insurance contract or identification number	62211
Number of Individuals Covered	394
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666164

Policy instance

Insurance contract or identification number	666164
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

62211

Policy instance

Insurance contract or identification number	62211
Number of Individuals Covered	413
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,602
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $801
Insurance broker organization code?	3

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA80158

Policy instance

Insurance contract or identification number	GA80158
Number of Individuals Covered	2883
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

62211

Policy instance

Insurance contract or identification number	62211
Number of Individuals Covered	442
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,635
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $1,318
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666164

Policy instance

Insurance contract or identification number	666164
Number of Individuals Covered	293
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

62211

Policy instance

Insurance contract or identification number	62211
Number of Individuals Covered	463
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,899
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $1,586
Insurance broker organization code?	3
Insurance broker name	ARTHUR LEO

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ164

Policy instance

Insurance contract or identification number	VFZ164
Number of Individuals Covered	395
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

62211

Policy instance

Insurance contract or identification number	62211
Number of Individuals Covered	541
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $409
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $171
Insurance broker organization code?	3
Insurance broker name	JENNIFER J BRAUN-BLANCO

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ164

Policy instance

Insurance contract or identification number	VFZ164
Number of Individuals Covered	608
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ164

Policy instance

Insurance contract or identification number	VFZ164
Number of Individuals Covered	6737
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	ST. LUKES HEALTH SYSTEM, LTD.
Employer identification number (EIN):	562570681
NAIC Classification:	622000
NAIC Description:	Hospitals