Banner Corporation 401(K)/Profit Sharing Plan — Form 5500 plan (Banner Corporation)

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, Banner Corporation 401(K)/Profit Sharing Plan is a benefit plan reported by Banner Corporation under EIN 91-1691604 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,881 participants and $229,250,805 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Banner Corporation
EIN
91-1691604
Plan number
001
Plan type
2
Location
Walla Walla, WA
Latest filing year
2023
Participants
2,881
End-of-year plan assets
$229,250,805

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,881H, C20240821121836NAL0003930193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$229,250,805
Total liabilities (EOY)
$0
Net assets (EOY)
$229,250,805
Net assets (BOY)
$193,933,094

Income & contributions

Employer contributions
$6,967,264
Participant contributions
$15,564,263
Total contributions
$25,281,607
Total income / additions
$58,791,379

Expenses & distributions

Benefits paid
$23,252,161
Administrative expenses
$214,806
Total expenses
$23,473,668
Net increase / (decrease)
$35,317,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$184,545$02023
Strategic Advisors, Inc.ADVISOR$30,261not reported in the loaded dataset2023

Related Form 5500 pages