2023 Form 5500 filing — Banner 401(K) 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 20241009173258NAL0031993392001) for Banner 401(K) Plan, reported by Banner Of N.O., L.L.C. under EIN 72-1085432 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009173258NAL0031993392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Banner Of N.O., L.L.C.
- EIN
- 72-1085432
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,777,213
- Total liabilities (EOY)
- $19,672
- Net assets (EOY)
- $12,757,541
- Employer contributions
- $156,854
- Participant contributions
- $1,074,023
- Total income / additions
- $2,899,038
- Benefits paid
- $876,774
- Administrative expenses
- $66,368
- Total expenses
- $943,142
- Net increase / (decrease)
- $1,955,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $40,526 | $4,757 |
| Prospera Financial Services, Inc. | NONE | $22,010 | not reported in the loaded dataset |