Find an old St. Luke's Health System 401(k)

Who to contact about an account in each of the 4 St. Luke's Health System plans, from the filings. Free, no sign-up, no Social Security number.

St. Lukes Health System Matched 403b Plan

St. Luke'S Health System, Ltd. · Plan 003 · EIN 56-2570681 · Boise, ID

Active · plan year 2024 filing403(b)
Plan administratorSt. Luke'S Health System, Ltd.
190 E Bannock, Boise, ID 83712
Form 5500 ↗
Recordkeeper (who holds the accounts)Variable Annuity Life Insurance CoSchedule C ↗
Former employees with balances4,106 separated participants still had money in the planForm 5500 ↗

St. Luke'S Health System Performance Incentive and 401(a) Matching Plan

St. Luke'S Health System, Ltd. · Plan 004 · EIN 56-2570681 · Boise, ID

Active · plan year 2024 filingProfit-sharing
Plan administratorSt. Luke'S Health System, Ltd.
190 E Bannock, Boise, ID 83712
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Invest Institutional OpsSchedule C ↗
Former employees with balances7,307 separated participants still had money in the planForm 5500 ↗

St. Luke'S Health System Basic Pension Plan

St. Luke'S Health System, Ltd. · Plan 002 · EIN 56-2570681 · Boise, ID

Active · plan year 2024 filingPension (defined benefit)
Plan administratorSt. Luke'S Health System, Ltd.
190 E Bannock, Boise, ID 83712
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances83 separated participants still had money in the planForm 5500 ↗

Magic Valley Regional Medical Center Pension Plan

St. Luke'S Health System, Ltd. · Plan 006 · EIN 56-2570681 · Boise, ID

Terminated · plan year 2025 filingPension (defined benefit)
Plan administratorSt. Luke'S Health System, Ltd.
190 E Bannock, Boise, ID 83712
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

St. Luke's Health System 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old St. Luke's Health System 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: St. Luke'S Health System, Ltd., (208) 381-2581. The accounts are held by the recordkeeper, Variable Annuity Life Insurance Co. Have your Social Security number and dates of employment ready.

What is the St. Luke's Health System 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (208) 381-2581.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with St. Luke's Health System and does not hold accounts. Not financial advice. Report a correction