Saint Luke'S Health System 401(k) and pension plans

Saint Luke'S Health System, Kansas City, MO. EIN 43-1747502. Annual reports 2009–2024. Also filed as Saint Lukes Health System, Inc.; Saint Lukes Health System.

Saint Luke'S Health System has 2 active retirement plans on file. The largest is the Saint Luke'S 403(b) Plan, with 16,694 participants and $961 million in assets in 2024. Fidelity has been its recordkeeper since 2018.

Active plans: 2
Participants: 31,935
Plan assets: $1.5 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Saint Luke'S 403(b) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 43-1747502
Participants (2024): 16,694
Net assets (2024): $961 million
Recordkeeper: FidelityEarlier: Transamerica (2010–2017), Security Benefit Group (2009)
Plan administrator: Saint Luke'S Health System
901 E. 104TH Street, Mailstop 800NW
Kansas City, MO 64131
(816) 932-3377As filed for 2024
In effect since: January 1, 2009

Earlier plan names: Saint Lukes 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	16,694	$961 million	Fidelity
2023	15,891	$831 million	Fidelity
2022	16,348	$673 million	Fidelity
2021	14,759	$762 million	Fidelity
2020	14,329	$660 million	Fidelity
2019	14,148	$543 million	Fidelity
2018	13,498	$424 million	Fidelity
2017	13,171	$422 million	Transamerica
2016	12,410	$341 million	Transamerica
2015	11,412	$293 million	Transamerica
2014	11,083	$281 million	Transamerica
2013	10,963	$243 million	Transamerica
2012	10,135	$186 million	Transamerica
2011	10,049	$142 million	Transamerica
2010	9,370	$117 million	Transamerica
2009	8,970	$86.1 million	Security Benefit Group

Saint Luke'S Retirement Balance and Matching Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 43-1747502
Participants (2024): 15,241
Net assets (2024): $492 million
Recordkeeper: FidelityEarlier: Transamerica (2010–2017)
Plan administrator: Saint Luke'S Health System
901 E. 104TH Street, Mailstop 800NW
Kansas City, MO 64131
(816) 932-3377As filed for 2024
In effect since: January 1, 1998

Earlier plan names: Saint Luke'S Health System, Inc. Matching Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,241	$492 million	Fidelity
2023	14,392	$427 million	Fidelity
2022	14,204	$341 million	Fidelity
2021	13,659	$391 million	Fidelity
2020	13,439	$337 million	Fidelity
2019	13,446	$272 million	Fidelity
2018	12,944	$211 million	Fidelity
2017	14,005	$207 million	Transamerica
2016	12,661	$163 million	Transamerica
2015	11,999	$134 million	Transamerica
2014	13,619	$121 million	Transamerica
2013	12,718	$97.1 million	Transamerica
2012	11,269	$64.7 million	Transamerica
2011	10,301	$39.5 million	Transamerica
2010	7,861	$20.3 million	Transamerica
2009	8,910	$16.8 million	not listed

Saint Luke'S Health System, Inc. Retirement Plan

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 43-1747502
Participants (2021): 3,241
Net assets (2021): $155 million
Administered by: AonEarlier: Transamerica (2010–2017), The Cottonwood Group (2009)
Plan administrator: Saint Lukes Health System
901 E. 104TH Street, Mailstop 800 NW
Kansas City, MO 64131
(816) 932-2300As filed for 2023
In effect since: January 1, 1973

Plans merged into this one: Saint Luke'S Health System, Inc. Retirement Plan II (2020).

Earlier plan names: Saint Luke'S Health System Retirement Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	0	$108,433	Aon
2021	3,241	$155 million	Aon
2020	3,535	$165 million	Aon
2019	3,920	$166 million	Aon
2018	4,996	$152 million	Aon
2017	5,212	$173 million	Transamerica
2016	5,948	$180 million	Transamerica
2015	6,476	$188 million	Transamerica
2014	7,042	$205 million	Transamerica
2013	7,482	$200 million	Transamerica
2012	7,870	$190 million	Transamerica
2011	8,520	$179 million	Transamerica
2010	8,982	$191 million	Transamerica
2009	8,450	$179 million	The Cottonwood Group

Saint Luke'S Health System, Inc. Retirement Plan II

Cash balance pension, frozenMerged

Merged. In 2020 its assets moved to the Saint Luke'S Health System, Inc. Retirement Plan, sponsored by Saint Luke'S Health System (EIN 43-1747502, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 43-1747502
Participants (2019): 55
Net assets (2019): $47,285
Plan administrator: Saint Lukes Health System
901 E. 104TH Street, Mailstop 800 NW
Kansas City, MO 64131
(816) 932-3377As filed for 2020
In effect since: December 31, 2018

Year by year, 2019 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	not listed
2019	55	$47,285	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Saint Luke'S 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((816) 932-3377). That number was filed for 2024; 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.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each 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.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.