ST. Luke'S Health System pension plans

ST. Luke'S Health System, Ltd., Boise, ID. EIN 56-2570681. Annual reports 2009–2025. Also filed as ST. Lukes Regional Medical Center, Ltd; ST. Lukes Regional Medical Center; ST. Lukes Regional Medical Center, Ltd.; ST. Lukes Magic Valley Regional Medical Center.

ST. Luke'S Health System, Ltd. has 3 active retirement plans on file. The largest is the ST. Luke'S Health System Performance Incentive and 401(A) Matching Plan, with 26,095 participants and $770 million in assets in 2024. Fidelity has been its recordkeeper since 2015.

Active plans: 3
Participants: 49,845
Plan assets: $2.1 billion
401(k) recordkeeper: Fidelity
Plans on file: 6
Industry: Health care

All 6 plans

Active plans first

ST. Luke'S Health System Performance Incentive and 401(A) Matching Plan

Profit-sharing planActive

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

Plan number: 004Employer EIN 56-2570681
Participants (2024): 26,095
Net assets (2024): $770 million
Recordkeeper: FidelityEarlier: Trautmann Maher and Associates (2013–2014), Voya (2012), Trautmann, Maher and Associates (2011), Voya (2010), Trautmann, Maher and Associates (2009)
Plan administrator: ST. Luke'S Health System, Ltd.
190 E Bannock
Boise, ID 83712
(208) 381-2581As filed for 2024
In effect since: January 1, 1995

Plans merged into this one: ST. Lukes Mvrmc Employer Matching Plan (2014).

Earlier sponsor: ST. Lukes Regional Medical Center, Ltd. (2009–2013).

Earlier plan names: ST. Lukes Regional Medical Center, Ltd. Employer Annual Cont & Matching Plan; ST. Luke'S Health System Performance Incentive Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	26,095	$770 million	Fidelity
2023	24,698	$672 million	Fidelity
2022	23,572	$562 million	Fidelity
2021	22,047	$679 million	Fidelity
2020	18,041	$577 million	Fidelity
2019	19,723	$487 million	Fidelity
2018	18,984	$386 million	Fidelity
2017	18,035	$379 million	Fidelity
2016	17,123	$316 million	Fidelity
2015	16,050	$286 million	Fidelity
2014	12,367	$272 million	Trautmann Maher and Associates
2013	11,157	$229 million	Trautmann Maher and Associates
2012	9,761	$185 million	Voya
2011	9,068	$150 million	Trautmann, Maher and Associates
2010	7,954	$136 million	Voya
2009	6,863	$111 million	Trautmann, Maher and Associates

ST. Lukes Health System Matched 403B Plan

403(b)Active

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

Plan number: 003Employer EIN 56-2570681
Participants (2024): 22,859
Net assets (2024): $1.1 billion
Recordkeeper: FidelityEarlier: Voay Mutual Funds (2014), ING Mutual Funds (2013), Voya (2010–2012)
Plan administrator: ST. Luke'S Health System, Ltd.
190 E Bannock
Boise, ID 83712
(208) 381-2581As filed for 2024
In effect since: June 6, 1988

Earlier sponsor: ST. Lukes Regional Medical Center, Ltd. (2009–2013).

Earlier plan names: ST. Lukes Regional Medical Center, Ltd. Matched Tax Deferred Annuity Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	22,859	$1.1 billion	Fidelity
2023	21,470	$965 million	Fidelity
2022	20,464	$772 million	Fidelity
2021	17,984	$898 million	Fidelity
2020	17,984	$749 million	Fidelity
2019	17,507	$605 million	Fidelity
2018	17,073	$463 million	Fidelity
2017	16,367	$466 million	Fidelity
2016	15,815	$372 million	Fidelity
2015	15,024	$324 million	Fidelity
2014	14,040	$309 million	Voay Mutual Funds
2013	10,460	$238 million	ING Mutual Funds
2012	9,222	$180 million	Voya
2011	8,555	$145 million	Voya
2010	7,550	$134 million	Voya
2009	6,536	$109 million	not listed

ST. Luke'S Health System Basic Pension Plan

Cash balance pensionActive

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

Plan number: 002Employer EIN 56-2570681
Participants (2024): 891
Net assets (2024): $144 million
Plan administrator: ST. Luke'S Health System, Ltd.
190 E Bannock
Boise, ID 83712
(208) 381-2581As filed for 2024
In effect since: October 1, 1960

Earlier sponsor: ST. Lukes Regional Medical Center (2009–2013).

Earlier plan names: ST. Luke'S Regional Medical Center, Ltd. Basic Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	891	$144 million	not listed
2023	910	$154 million	not listed
2022	934	$144 million	not listed
2021	969	$186 million	not listed
2020	1,004	$172 million	not listed
2019	1,031	$153 million	not listed
2018	1,067	$131 million	not listed
2017	1,088	$143 million	not listed
2016	1,131	$126 million	not listed
2015	1,162	$124 million	not listed
2014	1,205	$122 million	not listed
2013	1,236	$121 million	not listed
2012	1,273	$105 million	not listed
2011	1,308	$93.7 million	not listed
2010	1,323	$90.7 million	not listed
2009	1,301	$75.7 million	not listed

Magic Valley Regional Medical Center Pension Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2025, which means its assets were paid out or moved and it no longer exists.

Plan number: 006Employer EIN 56-2570681
Participants (2023): 418
Net assets (2023): $35.9 million
Plan administrator: ST. Luke'S Health System, Ltd.
190 E Bannock
Boise, ID 83712
(208) 381-2581As filed for 2025
In effect since: October 1, 1967

Earlier sponsor: ST. Lukes Regional Medical Center, Ltd (2009–2013).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	0	$0	not listed
2024	0	$2.4 million	not listed
2023	418	$35.9 million	not listed
2022	581	$41.8 million	not listed
2021	591	$56.3 million	not listed
2020	603	$60.6 million	not listed
2019	616	$52.7 million	not listed
2018	622	$46.2 million	not listed
2017	628	$47.8 million	not listed
2016	626	$40.2 million	not listed
2015	629	$38.0 million	not listed
2014	638	$38.2 million	not listed
2013	648	$37.6 million	not listed
2012	653	$33.1 million	not listed
2011	662	$29.8 million	not listed
2010	669	$30.2 million	not listed
2009	676	$26.8 million	not listed

ST. Lukes Mvrmc Employer Matching Plan

403(b)Merged

Merged. In 2014 its assets moved to the ST. Luke'S Health System Performance Incentive Plan, sponsored by ST. Luke'S Health System, Ltd. (EIN 56-2570681, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 56-2570681
Participants (2013): 2,097
Net assets (2013): $16.1 million
Recordkeeper: Valic Retirement ServicesEarlier: Variable Annuity Life Insurance (2010–2013)
Plan administrator: ST. Luke'S Health System, Ltd.
190 E. Bannock
Boise, ID 83712
(208) 381-2581As filed for 2014
In effect since: April 1, 2005

Earlier sponsor: ST. Lukes Regional Medical Center, Ltd. (2009–2013).

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	Valic Retirement Services
2013	2,097	$16.1 million	Variable Annuity Life Insurance
2012	1,908	$11.8 million	Variable Annuity Life Insurance
2011	1,798	$9.1 million	Variable Annuity Life Insurance
2010	1,698	$8.0 million	Variable Annuity Life Insurance
2009	1,623	$6.0 million	not listed

ST. Luke'S Magic Valley Regional Medical Center Employee Savings Plan

403(b)Merged

Merged. In 2014 its assets moved to the ST. Luke'S Health System Matched Tax Deferred Annuity Plan (EIN 52-2570681, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 007Employer EIN 56-2570681
Participants (2013): 2,637
Net assets (2013): $30.6 million
Recordkeeper: Valic Retirement ServicesEarlier: Variable Annuity Life Insurance (2011–2013)
Plan administrator: ST. Luke'S Health System, Ltd.
190 E Bannock
Boise, ID 83712
(208) 381-2581As filed for 2014
In effect since: November 12, 2002

Earlier sponsor: ST. Lukes Magic Valley Regional Medical Center (2009–2013).

Earlier plan names: ST. Lukes Magic Valley Regional Medical Center Employee Savings Plan.

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	Valic Retirement Services
2013	2,637	$30.6 million	Variable Annuity Life Insurance
2012	2,409	$22.8 million	Variable Annuity Life Insurance
2011	2,386	$18.1 million	Variable Annuity Life Insurance
2010	1,705	$16.2 million	not listed
2009	1,895	$12.7 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the ST. Luke'S Health System Performance Incentive and 401(A) Matching 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 ((208) 381-2581). 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.

All 6 plans

ST. Luke'S Health System Performance Incentive and 401(A) Matching Plan

ST. Lukes Health System Matched 403B Plan

ST. Luke'S Health System Basic Pension Plan

Magic Valley Regional Medical Center Pension Plan

ST. Lukes Mvrmc Employer Matching Plan

ST. Luke'S Magic Valley Regional Medical Center Employee Savings Plan

If you had money in one of these plans

What these numbers are

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