2023 Form 5500 filing — Banner Corporation 401(K)/Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240821121836NAL0003930193001) for Banner Corporation 401(K)/Profit Sharing Plan, reported by Banner Corporation under EIN 91-1691604 and plan number 001. It reports 2,881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821121836NAL0003930193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Banner Corporation
- EIN
- 91-1691604
- Plan number
- 001
- Location
- Walla Walla, WA
- Participants
- 2,881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $229,250,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $229,250,805
- Employer contributions
- $6,967,264
- Participant contributions
- $15,564,263
- Total income / additions
- $58,791,379
- Benefits paid
- $23,252,161
- Administrative expenses
- $214,806
- Total expenses
- $23,473,668
- Net increase / (decrease)
- $35,317,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $184,545 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $30,261 | not reported in the loaded dataset |