ST Luke'S Hospital of Duluth 401(k) and pension plans

ST Luke'S Hospital of Duluth, Duluth, MN. EIN 41-0714079. Annual reports 2009–2024. Also filed as ST. Lukes Hospital of Duluth; ST. Lukes Hospital and Regional Trauma Center; ST. Luke'S Hospital & Regional Trauma Center.

ST Luke'S Hospital of Duluth has 2 active retirement plans on file. The largest is the ST. Luke'S Hospital of Duluth Savings Plan, with 3,924 participants and $423 million in assets in 2024. Fidelity has been its recordkeeper since 2021.

Active plans: 2
Participants: 5,204
Plan assets: $552 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

ST. Luke'S Hospital of Duluth Savings Plan

401(k)Active

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

Plan number: 003Employer EIN 41-0714079
Participants (2024): 3,924
Net assets (2024): $423 million
Recordkeeper: FidelityEarlier: Transamerica (2010–2020), Alerus (2009)
Plan administrator: ST Luke'S Hospital of Duluth
915 East 1ST Street
Duluth, MN 55805
(218) 249-5416As filed for 2024
In effect since: January 1, 1984

Earlier plan names: ST. Luke'S 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,924	$423 million	Fidelity
2023	3,717	$380 million	Fidelity
2022	3,661	$330 million	Fidelity
2021	3,525	$392 million	Fidelity
2020	3,504	$345 million	Transamerica
2019	4,025	$299 million	Transamerica
2018	3,710	$243 million	Transamerica
2017	3,491	$255 million	Transamerica
2016	3,312	$218 million	Transamerica
2015	3,166	$203 million	Transamerica
2014	3,093	$197 million	Transamerica
2013	3,285	$183 million	Transamerica
2012	2,849	$147 million	Transamerica
2011	2,729	$129 million	Transamerica
2010	2,702	$120 million	Transamerica
2009	2,488	$102 million	Alerus

Pension Plan for Employees of ST. Lukes Hospital of Duluth

Pension (defined benefit)Active

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

Plan number: 002Employer EIN 41-0714079
Participants (2024): 1,280
Net assets (2024): $129 million
Plan administrator: ST. Lukes Hospital of Duluth
915 E. First Street
Duluth, MN 55805
(218) 249-5416As filed for 2024
In effect since: July 1, 1947

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,280	$129 million	not listed
2023	1,287	$132 million	not listed
2022	1,309	$128 million	not listed
2021	1,548	$171 million	not listed
2020	1,568	$162 million	not listed
2019	1,580	$138 million	not listed
2018	1,587	$115 million	not listed
2017	1,599	$123 million	not listed
2016	1,690	$112 million	not listed
2015	1,940	$111 million	not listed
2014	1,993	$119 million	not listed
2013	2,021	$112 million	not listed
2012	2,025	$89.7 million	not listed
2011	2,033	$79.1 million	not listed
2010	2,038	$74.3 million	not listed
2009	2,043	$63.5 million	not listed

ST. Luke'S Hospital & Regional Trauma Center 403(b) Retirement Plan

403(b)Closed

Closed. The plan filed its final annual report for 2011, which means its assets were paid out or moved and it no longer exists.

Plan number: 006Employer EIN 41-0714079
Participants (2010): 137
Net assets (2010): $10.1 million
Recordkeeper: Metroplitan Life InsuranceEarlier: Metropolitan Life Insurance (2010), Metropolitan Life (2009)
Plan administrator: ST. Luke'S Hospital & Regional Trauma Center
915 E. 1ST ST.
Duluth, MN 55805
(218) 249-5416As filed for 2011
In effect since: January 1, 1998

Earlier plan names: ST. Lukes Hospital and Regional Trauma Center 403(b) Retirement Plan.

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	Metroplitan Life Insurance
2010	137	$10.1 million	Metropolitan Life Insurance
2009	149	$9.9 million	Metropolitan Life

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the ST. Luke'S Hospital of Duluth Savings 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 ((218) 249-5416). That number was filed for 2024; ask for the benefits or retirement plan office.
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.