Sun Health Corporation Pension Plan — Form 5500 plan (Banner Health)
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, Sun Health Corporation Pension Plan is a benefit plan reported by Banner Health under EIN 45-0233470 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,759 participants and $34,422,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Banner Health
- EIN
- 45-0233470
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,759
- End-of-year plan assets
- $34,422,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,759 | H, C | 20241010090808NAL0019848369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,422,727
- Total liabilities (EOY)
- $46,554
- Net assets (EOY)
- $34,376,173
- Net assets (BOY)
- $59,292,029
Income & contributions
- Employer contributions
- $2,000,000
- Total contributions
- $2,000,000
- Total income / additions
- $5,605,237
Expenses & distributions
- Benefits paid
- $29,188,700
- Administrative expenses
- $1,332,393
- Total expenses
- $30,521,093
- Net increase / (decrease)
- -$24,915,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Ops Co | NONE | $327,867 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $73,061 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $32,404 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $20,926 | not reported in the loaded dataset | 2023 |
| Moss Adam | NONE | $19,950 | not reported in the loaded dataset | 2023 |
| Wells Capitial Management | NONE | $19,795 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $7,062 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Banner Health
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Fidelity Inv Inst Ops Co — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Moss Adam — Schedule C compensation
- Wells Capitial Management — Schedule C compensation
- Nepc, LLC — Schedule C compensation