2023 Form 5500 filing — Sun Health Corporation Pension 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 20241010090808NAL0019848369001) for Sun Health Corporation Pension Plan, reported by Banner Health under EIN 45-0233470 and plan number 001. It reports 1,759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090808NAL0019848369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Banner Health
- EIN
- 45-0233470
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 1,759
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,422,727
- Total liabilities (EOY)
- $46,554
- Net assets (EOY)
- $34,376,173
- Employer contributions
- $2,000,000
- Total income / additions
- $5,605,237
- Benefits paid
- $29,188,700
- Administrative expenses
- $1,332,393
- Total expenses
- $30,521,093
- Net increase / (decrease)
- -$24,915,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Ops Co | NONE | $327,867 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $73,061 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $32,404 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $20,926 | not reported in the loaded dataset |
| Moss Adam | NONE | $19,950 | not reported in the loaded dataset |
| Wells Capitial Management | NONE | $19,795 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $7,062 | not reported in the loaded dataset |