Mike Oconnor signed Banner Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Banner Health's EIN is 45-0233470.
Download the official 2024 Form 5500 (PDF) for Banner Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Banner Health's plan includes 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST. OPS. CO. | 04-2647786 | — | RECORDKEEPER | $171K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISORS | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund Registered investment company | Mutual Funds | — | — | $26.0M | 15.1% | |
| Dodge & Cox Stock Fund Registered investment company | Mutual Funds | — | — | $17.7M | 10.3% | |
| JPMorgan SmartRetirement Blend 2040 Fund Registered investment company | Common Stocks | — | — | $14.3M | 8.3% | |
| Fidelity 500 Index Fund Registered investment company | Common Collective Trusts | — | — | $13.8M | 8.0% | |
| JPMorgan SmartRetirement Blend 2045 Fund Registered investment company | Common Stocks | — | — | $13.1M | 7.6% | |
| JPMorgan SmartRetirement Blend 2035 Fund Registered investment company | Common Stocks | — | — | $12.7M | 7.3% | |
| JPMorgan SmartRetirement Blend 2030 Fund Registered investment company | Common Stocks | — | — | $11.5M | 6.7% | |
| JPMorgan SmartRetirement Blend 2050 Fund Registered investment company | Common Stocks | — | — | $11.1M | 6.4% | |
| JPMorgan SmartRetirement Blend 2025 Fund Registered investment company | Common Stocks | — | — | $9.0M | 5.2% | |
| JPMorgan SmartRetirement Blend Income Fund Registered investment company | Common Stocks | — | — | $8.2M | 4.7% | |
| Fidelity BrokerageLink Self-directed brokerage account | Self-Directed Brokerage | — | — | $6.4M | 3.7% | |
| Vanguard Federal Money Market Fund Registered investment company | Mutual Funds | — | — | $5.2M | 3.0% | |
| American Funds EuroPacific Growth Fund Registered investment company | Mutual Funds | — | — | $5.0M | 2.9% | |
| BlackRock Total Return Fund Registered investment company | Common Stocks | — | — | $4.0M | 2.3% | |
| Vanguard Small-Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $3.7M | 2.2% | |
| JPMorgan SmartRetirement Blend 2055 Fund Registered investment company | Common Stocks | — | — | $3.1M | 1.8% | |
| Vanguard Developed Markets Index Fund Registered investment company | Common Collective Trusts | — | — | $2.9M | 1.7% | |
| Vanguard Total Bond Market Index Fund Registered investment company | Common Collective Trusts | — | — | $2.8M | 1.6% | |
| September 2037 0 | Other securities | — | — | $1.1M | 0.6% | |
| JPMorgan SmartRetirement Blend 2060 Fund Registered investment company | Common Stocks | — | — | $492K | 0.3% | |
| PIMCO All Asset Fund Registered investment company | Mutual Funds | — | — | $413K | 0.2% | |
| Fidelity Money Market Trust Retirement Government Money Market Portfolio Registered investment company | Mutual Funds | — | — | $23K | <0.1% | |
| JPMorgan SmartRetirement Blend 2065 Fund Registered investment company | Common Stocks | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANNER HEALTH | 45-0233470 | — | EMPLOYEE OF EMPLOYER | $130K | — |
