Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BANNER HEALTH
EIN 45-0233470Health Care and Social AssistanceLatest filing 2024
Plans
4
Retirement
3
$5.12B assets
Welfare
1
$59.0M premiums
Participants
136,830
Retirement portfolio analytics
3 plans aggregated / $5.12B assets / 86,011 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $59.0M premiums / 52,751 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$32.6M
- Life$16.1M
- Long-term disability$13.6M
- Vision$10.2M
- Dental$2.7M
Carrier market share
Premium dollars by Schedule A carrier
27%top
- SECURIAN LIFE INSURANCE COMPANY27%
- AETNA LIFE INSURANCE COMPANY25%
- RELIANCE STANDARD LIFE INSURANCE COMPANY23%
- VISION SERVICE PLAN17%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- +1 more
Broker market share
Schedule A broker compensation
64%top
- LOCKTON COMPANIES, LLC64%
- BCINSOURCING, LLC36%
- USI INSURANCE SERVICES LLC0%
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$59.0M
Covered lives52,751
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 | $59.0M | 52,751 | 2024 |
Retirement plans
Welfare plans