SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN

Plan Contact

  • Address: 901 E. 104TH STREET,,KANSAS CITY,MO
  • Contact person: STEVEN GEBBEN
  • Phone: (816) 932-3377

Plan General Information

SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN is $427,375,736.00.This plan was established in 1998.

SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN is 14204

SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN is $30,088.00

SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN is approximately $2,902.00
Investing in this additonal $2,902.00 for 20 years would give you extra $185,752.00, assuming a 10% annual return.

SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN is 25.47%.

SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN is 19.41%. This measures the effectiveness of the plan participants' investments in the year.

SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN is 0.04%.

Enrollment Features

SAINT LUKE'S RETIREMENT BALANCE AND MATCHING PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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