BANNER HEALTH
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2415 of mapped providers
Assets under administration$5.2B0.0%Market share · rank #1872
Fees received$505,570Median $95,000/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BANNER HEALTH plan look like?
Service mix · median fees per plan
Count of plans where BANNER HEALTH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 2 | $37,500 | |
Plan Administrator; Direct payment from the planCode 14 | 1 | $130,000 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $300,570 |
Competitor overlap
Percent of BANNER HEALTH's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BANNER HEALTH.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BANNER HEALTH; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANNER HEALTHAZ · 450233470-002 | $4.9B | 72,485 | $300,570 | 9y | 1 |
BANNER HEALTHAZ · 450233470-044 | $173M | 12,611 | $130,000 | 10y | 1 |
BOARD OF TRUSTEES - H.F.I.A.W. LOCAL NO.32 PENSION TRUST FUNDNJ · 221715513-001 | $90M | 489 | $60,000 | 4y | - |
MOTION PICTURE AND TELEVISION FUNDCA · 951652916-001 | $48M | 1,023 | $15,000 | 2y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into BANNER HEALTH.
- BANNER HEALTH
- BANNER INV
- BANNER INVESTMENT CONSULTANTS
- BANNER RIDGE
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BANNER HEALTH's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 50.00% | 1.76% | +48.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BANNER HEALTH. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent