Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BANNER HEALTH
EIN 45-0233470Latest filing 2025
Plans
4
Retirement
3
$5.12B assets
Welfare
1
$61.7M premiums
Participants
138,247
Retirement portfolio analytics
3 plans aggregated / $5.12B assets / 86,011 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $61.7M premiums / 56,156 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$35.0M
- Life$17.4M
- Long-term disability$13.0M
- Vision$10.6M
- Dental$3.1M
Carrier market share
Premium dollars by Schedule A carrier
28%top
- SECURIAN LIFE INSURANCE COMPANY28%
- AETNA LIFE INSURANCE COMPANY26%
- RELIANCE STANDARD LIFE INSURANCE COMPANY21%
- VISION SERVICE PLAN17%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- +1 more
Broker market share
Schedule A broker compensation
60%top
- LOCKTON COMPANIES, LLC60%
- BCINSOURCING, LLC40%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BANNER HEALTH EMPLOYEES 401(K) PLAN
401k
Assets$4.92B
Participants72,485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#044
BANNER HEALTH EMPLOYEES 403(B) PLAN
403b
Assets$172.5M
Participants12,611
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SUN HEALTH CORPORATION PENSION PLAN
TraditionalDB
Assets$32.8M
Participants915
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BANNER HEALTH MASTER HEALTH AND WELFARE PLAN
Mixed - MINNESOTA LIFE INSURANCE COMPANY
Premiums$61.7M
Covered lives56,156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BANNER HEALTH EMPLOYEES 401(K) PLAN | 401k | $4.92B | 72,485 | 2024 | |
| 044 | BANNER HEALTH EMPLOYEES 403(B) PLAN | 403b | $172.5M | 12,611 | 2024 | |
| 001 | SUN HEALTH CORPORATION PENSION PLAN | TraditionalDB | $32.8M | 915 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BANNER HEALTH MASTER HEALTH AND WELFARE PLAN | Mixed | MINNESOTA LIFE INSURANCE COMPANY | $61.7M | 56,156 | 2025 |
Retirement plans
Welfare plans