Chi ST. Luke'S Health, Houston, TX. EIN 76-0536232. Annual reports 2009–2025. Also filed as ST. Lukes Episcopal Health System Corporation; ST. Lukes Episcopal Health System; ST. Luke'S Health System.
Chi ST. Luke'S Health has one active retirement plan on file, the Commonspirit Health Erisa Retirement Plan.
Commonspirit Health 444 W. Lake Street, Suite 2500 Chicago, IL 60606 (312) 741-7000As filed for 2025
In effect since
May 1, 1962
Plans merged into this one:Jewish Hospital & ST. Mary'S Healthcare Pension Plan (2021); Retirement Plan for Employees of Harrison Memorial Hospital (2021); Retirement Plan for Employees of Memorial Health System of East Texas (2021); Retirement Income Plan for Employees of Trinity East (2021).
Earlier sponsors: ST. Lukes Episcopal Health System (2009–2011); ST. Luke'S Health System (2012).
Earlier plan names: ST. Lukes Episcopal Health System Retirement Plan; ST. Luke'S Health System Retirement Plan.
Year by year, 2009 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
0
$6.7 million
not listed
2024
0
$26.3 million
not listed
2023
0
$65.8 million
Fidelity
2022
9,643
$512 million
Fidelity
2021
10,152
$657 million
Fidelity
2020
4,212
$256 million
Fidelity
2019
4,521
$252 million
Fidelity
2018
4,998
$236 million
not listed
2017
5,425
$275 million
not listed
2016
6,422
$272 million
not listed
2015
6,971
$275 million
not listed
2014
6,432
$279 million
not listed
2013
6,194
$289 million
Norhtern Trust
2012
5,960
$261 million
not listed
2011
5,765
$253 million
Northern Trust
2010
5,357
$220 million
not listed
2009
5,517
$219 million
not listed
ST. Lukes Episcopal Health System 401(k) Plan
401(k)Merged
Merged. In 2014 its assets moved to the Chi & Affiliates 401(k) Savngs Plan, sponsored by Commonspirit Health (EIN 47-0617373, plan 002). Accounts moved with them, so that plan is the one to contact.
ST. Lukes Episcopal Health System Corporation 6720 Bertner, Mail Code 4-159 Houston, TX 77030 (832) 355-4717As filed for 2014
In effect since
April 2, 2000
Year by year, 2009 to 2014
Plan year
Participants
Net assets
Recordkeeper
2014
0
$0
Valic Retirement Services
2013
282
$2.3 million
Valic Retirement Services
2012
314
$2.1 million
Valic Retirement Services
2011
356
$2.1 million
Valic Retirement Services
2010
389
$2.0 million
Valic Retirement Services
2009
408
$1.9 million
not listed
ST. Lukes Episcopal Health System 403(b) Plan
403(b)Merged
Merged. In 2014 its assets moved to the Chi (Erisa) Employees Savings Plan, sponsored by Commonspirit Health (EIN 47-0617373, plan 010). Accounts moved with them, so that plan is the one to contact.
ST. Lukes Episcopal Health System 6720 Bertner, Mail Code 4-159 Houston, TX 77030 (832) 355-4717As filed for 2014
In effect since
August 1, 1962
Year by year, 2009 to 2014
Plan year
Participants
Net assets
Recordkeeper
2014
0
$0
Valic Retirment Service
2013
10,462
$395 million
not listed
2012
10,096
$329 million
Valic Retirement Services
2011
9,519
$282 million
Valic Retirement Services
2010
9,076
$265 million
Valic Retirement Services
2009
8,563
$220 million
Valic Retirement Services
If you had money in one of these plans
Or call the plan administrator listed on the plan below ((312) 741-7000). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.