Plain-English plan 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, Banner Health Employees 403(B) Plan is a benefit plan reported by Banner Health under EIN 45-0233470 and plan number 044. The latest loaded filing year is 2023. The filing reports 12,357 participants and $163,501,548 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $163,501,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $163,501,548
- Net assets (BOY)
- $145,966,125
Income & contributions
- Employer contributions
- $122
- Participant contributions
- $2,367,379
- Total contributions
- $2,770,404
- Total income / additions
- $30,141,151
Expenses & distributions
- Benefits paid
- $12,293,300
- Administrative expenses
- $307,538
- Total expenses
- $12,605,728
- Net increase / (decrease)
- $17,535,423