ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 190 E. BANNOCK,BOISE,ID
  • Contact person: PETER DIDIO, VP, CONTROLLER
  • Phone: (208) 381-2581

Plan General Information

ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN is $308,986,240.00.This plan was established in 1988.

ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN is 10460

ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2014, the average participant retirement account value for ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN is $29,539.00

ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN is $5,544.00.

ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN is 29.95%.

ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN is 20.79%. This measures the effectiveness of the plan participants' investments in the year.

ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2014, the investment and administrative expense ratio of ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN is 0.04%.

Enrollment Features

ST. LUKES REGIONAL MEDICAL CENTER, LTD. MATCHED TAX DEFERRED ANNUITY PLAN has the following features:
    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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …