2023 Form 5500 filing — Banner Health Employees 403(B) 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 20241010090503NAL0040228594001) for Banner Health Employees 403(B) Plan, reported by Banner Health under EIN 45-0233470 and plan number 044. It reports 12,357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090503NAL0040228594001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Banner Health
- EIN
- 45-0233470
- Plan number
- 044
- Location
- Phoenix, AZ
- Participants
- 12,357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,501,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $163,501,548
- Employer contributions
- $122
- Participant contributions
- $2,367,379
- Total income / additions
- $30,141,151
- Benefits paid
- $12,293,300
- Administrative expenses
- $307,538
- Total expenses
- $12,605,728
- Net increase / (decrease)
- $17,535,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst. Ops. Co. | RECORDKEEPER | $180,615 | $0 |
| Banner Health | EMPLOYEE OF EMPLOYER | $83,491 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISORS | $43,856 | not reported in the loaded dataset |