AUMdb

St. Lukes Health Network Pension Plan

Sponsored by St Lukes University Health Network · EIN 231352213 · Plan #001

Total assets
$459M
Net assets
$459M
Active participants
2,088
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Actuarial, Claims processing, Recordkeeping $268,192
Mercer Consulting (pension), Direct payment from the plan $188,583
Vanguard Consulting (general), Trustee (institutional), Direct payment from the plan $66,877