What public Form 5500 filings show about the Banner Health 401(k) plan — and how to find and check your own account.
Banner Health (EIN 45-0233470) reports BANNER HEALTH EMPLOYEES 401(K) PLAN on its most recent Form 5500, with $4.9B in plan assets across 56,849 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Banner Health filing — schedules, fees, and providers.
Banner Health’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Banner HealthHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, BANNER HEALTH, FIDELITY INV INST OPS CO, FIDELITY INVESTMENTS INST OPS CO, FAEGRE DRINKER BIDDLE & REATH LLP, WELLS CAPITIAL MANAGEMENT.
