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BANNER HEALTH EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameBANNER HEALTH EMPLOYEES 401(K) PLAN
Plan identification number 002

BANNER HEALTH EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BANNER HEALTH has sponsored the creation of one or more 401k plans.

Company Name:BANNER HEALTH
Employer identification number (EIN):450233470
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about BANNER HEALTH

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-11-18
Company Identification Number: 0802334557
Legal Registered Office Address: 2901 N CENTRAL AVE STE 160

PHOENIX
United States of America (USA)
85012

More information about BANNER HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANNER HEALTH EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01MIKE OCONNOR
0022023-01-01
0022023-01-01MIKE OCONNOR
0022022-01-01
0022022-01-01MIKE OCONNOR
0022021-01-01
0022021-01-01MIKE OCONNOR
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01MIKE O'CONNOR
0022016-01-01MIKE O'CONNOR
0022015-01-01MIKE OCONNOR
0022014-01-01MIKE OCONNOR
0022013-01-01MIKE OCONNOR
0022012-01-01LAURA ANDERSON
0022011-01-01LAURA ANDERSON
0022010-01-01VICKI WEBER
0022009-01-01VICKI WEBER

Financial Data on BANNER HEALTH EMPLOYEES 401(K) PLAN

Measure Date Value
2024 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2024 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2024-01-01$-567,361
Total unrealized appreciation/depreciation of assets2024-01-01$-567,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$1,088,283,955
Total loss/gain on sale of assets2024-01-01$2,678,410
Total of all expenses incurred2024-01-01$440,591,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$434,821,293
Expenses. Certain deemed distributions of participant loans2024-01-01$1,734,007
Value of total corrective distributions2024-01-01$69,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$459,191,253
Value of total assets at end of year2024-01-01$4,918,574,883
Value of total assets at beginning of year2024-01-01$4,270,882,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$3,967,263
Total interest from all sources2024-01-01$5,756,623
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$44,328,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2024-01-01$44,260,058
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$15,000,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$294,601,526
Participant contributions at end of year2024-01-01$56,578,621
Participant contributions at beginning of year2024-01-01$46,276,079
Assets. Other investments not covered elsewhere at end of year2024-01-01$269,708,593
Assets. Other investments not covered elsewhere at beginning of year2024-01-01$227,664,459
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$39,986,670
Administrative expenses (other) incurred2024-01-01$300,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$647,692,158
Value of net assets at end of year (total assets less liabilities)2024-01-01$4,918,574,883
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$4,270,882,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Investment advisory and management fees2024-01-01$1,669,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$466,110,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$402,663,198
Interest on participant loans2024-01-01$3,727,658
Interest earned on other investments2024-01-01$40,226
Value of interest in common/collective trusts at end of year2024-01-01$4,126,177,514
Value of interest in common/collective trusts at beginning of year2024-01-01$3,594,278,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2024-01-01$1,988,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$34,484,853
Net investment gain or loss from common/collective trusts2024-01-01$542,411,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$124,603,057
Income. Dividends from preferred stock2024-01-01$1,279
Income. Dividends from common stock2024-01-01$67,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$434,821,293
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Aggregate proceeds on sale of assets2024-01-01$32,624,166
Aggregate carrying amount (costs) on sale of assets2024-01-01$29,945,756
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01BAKER TILLY US, LLP
Accountancy firm EIN2024-01-01301413443
2023 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$532,732
Total unrealized appreciation/depreciation of assets2023-12-31$532,732
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,067,234,873
Total loss/gain on sale of assets2023-12-31$28,223
Total of all expenses incurred2023-12-31$363,199,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$357,983,271
Expenses. Certain deemed distributions of participant loans2023-12-31$1,109,482
Value of total corrective distributions2023-12-31$44,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$433,981,967
Value of total assets at end of year2023-12-31$4,270,882,725
Value of total assets at beginning of year2023-12-31$3,566,847,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$4,062,254
Total interest from all sources2023-12-31$4,144,484
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$20,267,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$20,248,056
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$15,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$278,314,352
Participant contributions at end of year2023-12-31$46,276,079
Participant contributions at beginning of year2023-12-31$39,163,433
Assets. Other investments not covered elsewhere at end of year2023-12-31$227,664,459
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$185,515,809
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$36,182,224
Administrative expenses (other) incurred2023-12-31$247,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$704,035,046
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,270,882,725
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,566,847,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$1,698,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$402,663,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$299,155,046
Interest on participant loans2023-12-31$2,346,419
Interest earned on other investments2023-12-31$11,393
Value of interest in common/collective trusts at end of year2023-12-31$3,594,278,989
Value of interest in common/collective trusts at beginning of year2023-12-31$3,043,013,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,786,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$57,567,651
Net investment gain or loss from common/collective trusts2023-12-31$550,712,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$119,485,391
Income. Dividends from preferred stock2023-12-31$67
Income. Dividends from common stock2023-12-31$19,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$357,983,271
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$15,074,488
Aggregate carrying amount (costs) on sale of assets2023-12-31$15,046,265
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS
Accountancy firm EIN2023-12-31910189318
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$532,732
Total unrealized appreciation/depreciation of assets2023-01-01$532,732
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,067,234,873
Total loss/gain on sale of assets2023-01-01$28,223
Total of all expenses incurred2023-01-01$363,199,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$357,983,271
Expenses. Certain deemed distributions of participant loans2023-01-01$1,109,482
Value of total corrective distributions2023-01-01$44,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$433,981,967
Value of total assets at end of year2023-01-01$4,270,882,725
Value of total assets at beginning of year2023-01-01$3,566,847,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$4,062,254
Total interest from all sources2023-01-01$4,144,484
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$20,267,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$20,248,056
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$15,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$278,314,352
Participant contributions at end of year2023-01-01$46,276,079
Participant contributions at beginning of year2023-01-01$39,163,433
Assets. Other investments not covered elsewhere at end of year2023-01-01$227,664,459
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$185,515,809
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$36,182,224
Administrative expenses (other) incurred2023-01-01$247,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$704,035,046
Value of net assets at end of year (total assets less liabilities)2023-01-01$4,270,882,725
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$3,566,847,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$1,698,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$402,663,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$299,155,046
Interest on participant loans2023-01-01$2,346,419
Interest earned on other investments2023-01-01$11,393
Value of interest in common/collective trusts at end of year2023-01-01$3,594,278,989
Value of interest in common/collective trusts at beginning of year2023-01-01$3,043,013,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$1,786,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$57,567,651
Net investment gain or loss from common/collective trusts2023-01-01$550,712,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$119,485,391
Income. Dividends from preferred stock2023-01-01$67
Income. Dividends from common stock2023-01-01$19,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$357,983,271
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$15,074,488
Aggregate carrying amount (costs) on sale of assets2023-01-01$15,046,265
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MOSS ADAMS
Accountancy firm EIN2023-01-01910189318
2022 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-109,095
Total unrealized appreciation/depreciation of assets2022-12-31$-109,095
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-305,488,878
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$342,051,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$336,703,512
Expenses. Certain deemed distributions of participant loans2022-12-31$1,118,136
Value of total corrective distributions2022-12-31$19,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$384,326,542
Value of total assets at end of year2022-12-31$3,566,847,679
Value of total assets at beginning of year2022-12-31$4,214,388,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,210,718
Total interest from all sources2022-12-31$2,466,490
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,419,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$18,419,038
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$251,664,283
Participant contributions at end of year2022-12-31$39,163,433
Participant contributions at beginning of year2022-12-31$39,930,539
Assets. Other investments not covered elsewhere at end of year2022-12-31$185,515,809
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$221,840,431
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,823,144
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$80,693,483
Other income not declared elsewhere2022-12-31$-2,342,125
Administrative expenses (other) incurred2022-12-31$2,678,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-647,540,482
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,566,847,679
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,214,388,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,531,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$299,155,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$337,646,444
Interest on participant loans2022-12-31$1,892,421
Value of interest in common/collective trusts at end of year2022-12-31$3,043,013,391
Value of interest in common/collective trusts at beginning of year2022-12-31$3,534,277,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$574,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-98,420,830
Net investment gain or loss from common/collective trusts2022-12-31$-609,828,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$106,839,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$336,703,512
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-109,095
Total unrealized appreciation/depreciation of assets2022-01-01$-109,095
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-305,488,878
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$342,051,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$336,703,512
Expenses. Certain deemed distributions of participant loans2022-01-01$1,118,136
Value of total corrective distributions2022-01-01$19,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$384,326,542
Value of total assets at end of year2022-01-01$3,566,847,679
Value of total assets at beginning of year2022-01-01$4,214,388,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$4,210,718
Total interest from all sources2022-01-01$2,466,490
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$18,419,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$18,419,038
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$15,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$251,664,283
Participant contributions at end of year2022-01-01$39,163,433
Participant contributions at beginning of year2022-01-01$39,930,539
Assets. Other investments not covered elsewhere at end of year2022-01-01$185,515,809
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$221,840,431
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$25,823,144
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$80,693,483
Other income not declared elsewhere2022-01-01$-2,342,125
Administrative expenses (other) incurred2022-01-01$2,678,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-647,540,482
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,566,847,679
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,214,388,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$1,531,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$299,155,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$337,646,444
Interest on participant loans2022-01-01$1,892,421
Value of interest in common/collective trusts at end of year2022-01-01$3,043,013,391
Value of interest in common/collective trusts at beginning of year2022-01-01$3,534,277,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$574,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-98,420,830
Net investment gain or loss from common/collective trusts2022-01-01$-609,828,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$106,839,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$336,703,512
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MOSS ADAMS
Accountancy firm EIN2022-01-01910189318
2021 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$80,693,483
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$912,442,853
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$350,976,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$346,515,533
Expenses. Certain deemed distributions of participant loans2021-12-31$780,089
Value of total corrective distributions2021-12-31$14,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$381,556,192
Value of total assets at end of year2021-12-31$4,214,388,161
Value of total assets at beginning of year2021-12-31$3,572,228,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,666,320
Total interest from all sources2021-12-31$2,546,699
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$38,078,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$38,078,553
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$235,632,483
Participant contributions at end of year2021-12-31$39,930,539
Participant contributions at beginning of year2021-12-31$50,372,355
Assets. Other investments not covered elsewhere at end of year2021-12-31$221,840,431
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$196,752,010
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$45,484,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$80,693,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$18,955,772
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,420,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$561,466,197
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,214,388,161
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,572,228,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,245,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$337,646,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$516,431,481
Interest on participant loans2021-12-31$2,546,699
Value of interest in common/collective trusts at end of year2021-12-31$3,534,277,264
Value of interest in common/collective trusts at beginning of year2021-12-31$2,789,675,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$41,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$41,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$43,478,084
Net investment gain or loss from common/collective trusts2021-12-31$446,783,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$100,439,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$346,515,533
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$18,955,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$824,037,739
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$353,009,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$348,004,618
Expenses. Certain deemed distributions of participant loans2020-12-31$1,442,028
Value of total corrective distributions2020-12-31$10,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$327,322,041
Value of total assets at end of year2020-12-31$3,572,228,481
Value of total assets at beginning of year2020-12-31$3,082,244,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,551,730
Total interest from all sources2020-12-31$3,329,422
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$26,726,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$26,726,141
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$205,253,656
Participant contributions at end of year2020-12-31$50,372,355
Participant contributions at beginning of year2020-12-31$69,238,298
Assets. Other investments not covered elsewhere at end of year2020-12-31$196,752,010
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$174,465,530
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,674,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$18,955,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$2,481,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$471,028,366
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,572,228,481
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,082,244,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,070,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$516,431,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$370,054,807
Interest on participant loans2020-12-31$3,329,422
Value of interest in common/collective trusts at end of year2020-12-31$2,789,675,343
Value of interest in common/collective trusts at beginning of year2020-12-31$2,468,485,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$41,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$62,947,847
Net investment gain or loss from common/collective trusts2020-12-31$403,712,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$90,393,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$348,004,618
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$860,281,496
Total income from all sources (including contributions)2019-12-31$860,281,496
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$264,191,238
Total of all expenses incurred2019-12-31$264,191,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$260,419,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$260,419,031
Expenses. Certain deemed distributions of participant loans2019-12-31$1,792,395
Expenses. Certain deemed distributions of participant loans2019-12-31$1,792,395
Value of total corrective distributions2019-12-31$18,955
Value of total corrective distributions2019-12-31$18,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$324,252,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$324,252,619
Value of total assets at end of year2019-12-31$3,082,244,343
Value of total assets at end of year2019-12-31$3,082,244,343
Value of total assets at beginning of year2019-12-31$2,486,154,085
Value of total assets at beginning of year2019-12-31$2,486,154,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,960,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,960,857
Total interest from all sources2019-12-31$3,846,247
Total interest from all sources2019-12-31$3,846,247
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,052,430
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,052,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$30,052,430
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$30,052,430
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$192,334,541
Contributions received from participants2019-12-31$192,334,541
Participant contributions at end of year2019-12-31$69,238,298
Participant contributions at end of year2019-12-31$69,238,298
Participant contributions at beginning of year2019-12-31$64,680,039
Participant contributions at beginning of year2019-12-31$64,680,039
Assets. Other investments not covered elsewhere at end of year2019-12-31$174,465,530
Assets. Other investments not covered elsewhere at end of year2019-12-31$174,465,530
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$145,062,683
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$145,062,683
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,734,531
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,734,531
Administrative expenses (other) incurred2019-12-31$278,254
Administrative expenses (other) incurred2019-12-31$278,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$596,090,258
Value of net income/loss2019-12-31$596,090,258
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,082,244,343
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,082,244,343
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,486,154,085
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,486,154,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,682,603
Investment advisory and management fees2019-12-31$1,682,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$370,054,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$370,054,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,681,586,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,681,586,059
Interest on participant loans2019-12-31$3,474,219
Interest on participant loans2019-12-31$3,474,219
Value of interest in common/collective trusts at end of year2019-12-31$2,468,485,708
Value of interest in common/collective trusts at end of year2019-12-31$2,468,485,708
Value of interest in common/collective trusts at beginning of year2019-12-31$594,825,304
Value of interest in common/collective trusts at beginning of year2019-12-31$594,825,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$372,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$372,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$198,939,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$198,939,971
Net investment gain or loss from common/collective trusts2019-12-31$303,190,229
Net investment gain or loss from common/collective trusts2019-12-31$303,190,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$85,183,547
Contributions received in cash from employer2019-12-31$85,183,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$260,419,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$260,419,031
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$104,952
Total income from all sources (including contributions)2018-12-31$101,847,647
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$232,414,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$228,990,944
Expenses. Certain deemed distributions of participant loans2018-12-31$1,911,462
Value of total corrective distributions2018-12-31$76,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$276,937,036
Value of total assets at end of year2018-12-31$2,486,154,085
Value of total assets at beginning of year2018-12-31$2,616,825,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,435,302
Total interest from all sources2018-12-31$3,285,613
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$106,360,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$106,360,388
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$177,891,124
Participant contributions at end of year2018-12-31$64,680,039
Participant contributions at beginning of year2018-12-31$62,346,620
Assets. Other investments not covered elsewhere at end of year2018-12-31$145,062,683
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$156,852,069
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,970,210
Administrative expenses (other) incurred2018-12-31$136,256
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$104,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-130,566,847
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,486,154,085
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,616,720,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,299,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,681,586,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,792,950,219
Interest on participant loans2018-12-31$3,008,831
Value of interest in common/collective trusts at end of year2018-12-31$594,825,304
Value of interest in common/collective trusts at beginning of year2018-12-31$604,676,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$276,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-252,792,059
Net investment gain or loss from common/collective trusts2018-12-31$-31,943,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$76,075,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$228,990,944
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$98
Total transfer of assets from this plan2017-12-31$114,366,018
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$104,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$105,256
Total income from all sources (including contributions)2017-12-31$686,143,872
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$207,212,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$203,710,705
Expenses. Certain deemed distributions of participant loans2017-12-31$1,617,682
Value of total corrective distributions2017-12-31$69,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$295,140,245
Value of total assets at end of year2017-12-31$2,616,825,884
Value of total assets at beginning of year2017-12-31$2,252,261,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,814,832
Total interest from all sources2017-12-31$2,704,068
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$80,575,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$80,575,324
Administrative expenses professional fees incurred2017-12-31$12,791
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$164,050,484
Participant contributions at end of year2017-12-31$62,346,620
Participant contributions at beginning of year2017-12-31$60,903,788
Assets. Other investments not covered elsewhere at end of year2017-12-31$156,852,069
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$147,706,944
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$59,896,075
Other income not declared elsewhere2017-12-31$1,476,072
Administrative expenses (other) incurred2017-12-31$850,148
Liabilities. Value of operating payables at end of year2017-12-31$104,952
Liabilities. Value of operating payables at beginning of year2017-12-31$105,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$478,931,065
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,616,720,932
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,252,155,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$951,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,792,950,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,531,674,859
Interest on participant loans2017-12-31$2,564,667
Value of interest in common/collective trusts at end of year2017-12-31$604,676,976
Value of interest in common/collective trusts at beginning of year2017-12-31$511,975,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$139,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$204,871,897
Net investment gain or loss from common/collective trusts2017-12-31$101,376,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$71,193,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$203,710,705
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$105,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$180,529
Total income from all sources (including contributions)2016-12-31$393,224,079
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$188,450,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$185,652,976
Expenses. Certain deemed distributions of participant loans2016-12-31$1,621,939
Value of total corrective distributions2016-12-31$34,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$249,902,114
Value of total assets at end of year2016-12-31$2,252,261,043
Value of total assets at beginning of year2016-12-31$2,047,562,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,140,446
Total interest from all sources2016-12-31$2,529,068
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$60,741,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$60,741,754
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$157,889,916
Participant contributions at end of year2016-12-31$60,903,788
Participant contributions at beginning of year2016-12-31$61,211,807
Assets. Other investments not covered elsewhere at end of year2016-12-31$147,706,944
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$147,470,917
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,867,806
Administrative expenses (other) incurred2016-12-31$307,638
Liabilities. Value of operating payables at end of year2016-12-31$105,256
Liabilities. Value of operating payables at beginning of year2016-12-31$180,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$204,773,909
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,252,155,787
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,047,381,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$832,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,531,674,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,752,047,083
Interest on participant loans2016-12-31$2,529,068
Value of interest in common/collective trusts at end of year2016-12-31$511,975,452
Value of interest in common/collective trusts at beginning of year2016-12-31$86,832,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$80,111,986
Net investment gain or loss from common/collective trusts2016-12-31$-60,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$69,144,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$185,652,976
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS
Accountancy firm EIN2016-12-31910189318
2015 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$180,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$405,706
Total income from all sources (including contributions)2015-12-31$222,805,761
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$185,859,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$183,288,538
Expenses. Certain deemed distributions of participant loans2015-12-31$1,687,285
Value of total corrective distributions2015-12-31$57,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$219,090,663
Value of total assets at end of year2015-12-31$2,047,562,407
Value of total assets at beginning of year2015-12-31$2,010,841,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$826,226
Total interest from all sources2015-12-31$3,274,643
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$79,284,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$79,284,324
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$134,002,320
Participant contributions at end of year2015-12-31$61,211,807
Participant contributions at beginning of year2015-12-31$59,853,126
Assets. Other investments not covered elsewhere at end of year2015-12-31$147,470,917
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$143,129,060
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,626,975
Administrative expenses (other) incurred2015-12-31$255,898
Liabilities. Value of operating payables at end of year2015-12-31$180,529
Liabilities. Value of operating payables at beginning of year2015-12-31$405,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$36,946,160
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,047,381,878
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,010,435,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,752,047,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,730,023,895
Interest on participant loans2015-12-31$3,274,643
Value of interest in common/collective trusts at end of year2015-12-31$86,832,600
Value of interest in common/collective trusts at beginning of year2015-12-31$77,835,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-79,947,729
Net investment gain or loss from common/collective trusts2015-12-31$1,103,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$59,461,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$183,288,538
Contract administrator fees2015-12-31$570,328
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$405,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$112,564
Total income from all sources (including contributions)2014-12-31$320,803,602
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$224,671,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$221,450,876
Expenses. Certain deemed distributions of participant loans2014-12-31$2,155,227
Value of total corrective distributions2014-12-31$14,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$201,902,137
Value of total assets at end of year2014-12-31$2,010,841,424
Value of total assets at beginning of year2014-12-31$1,914,416,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,050,377
Total interest from all sources2014-12-31$3,018,606
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$102,179,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$102,179,327
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$118,616,436
Participant contributions at end of year2014-12-31$59,853,126
Participant contributions at beginning of year2014-12-31$56,759,572
Assets. Other investments not covered elsewhere at end of year2014-12-31$143,129,060
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,494,049
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,748,971
Administrative expenses (other) incurred2014-12-31$781,979
Liabilities. Value of operating payables at end of year2014-12-31$405,706
Liabilities. Value of operating payables at beginning of year2014-12-31$112,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$96,132,204
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,010,435,718
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,914,303,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$268,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,730,023,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,780,575,410
Interest on participant loans2014-12-31$3,018,606
Value of interest in common/collective trusts at end of year2014-12-31$77,835,343
Value of interest in common/collective trusts at beginning of year2014-12-31$72,587,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$13,878,121
Net investment gain or loss from common/collective trusts2014-12-31$-174,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$53,536,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$221,450,876
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$112,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$88,549
Total income from all sources (including contributions)2013-12-31$472,310,608
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$162,292,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$159,654,765
Expenses. Certain deemed distributions of participant loans2013-12-31$1,970,497
Value of total corrective distributions2013-12-31$32,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$183,223,147
Value of total assets at end of year2013-12-31$1,914,416,078
Value of total assets at beginning of year2013-12-31$1,604,374,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$635,183
Total interest from all sources2013-12-31$3,018,957
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$54,524,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$54,524,005
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$109,555,109
Participant contributions at end of year2013-12-31$56,759,572
Participant contributions at beginning of year2013-12-31$53,475,200
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,494,049
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$23,121,586
Administrative expenses (other) incurred2013-12-31$605,045
Liabilities. Value of operating payables at end of year2013-12-31$112,564
Liabilities. Value of operating payables at beginning of year2013-12-31$88,549
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$2,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$310,017,910
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,914,303,514
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,604,285,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$30,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,780,575,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,472,461,514
Interest on participant loans2013-12-31$3,018,957
Value of interest in common/collective trusts at end of year2013-12-31$72,587,047
Value of interest in common/collective trusts at beginning of year2013-12-31$77,147,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,288,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,288,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$231,819,447
Net investment gain or loss from common/collective trusts2013-12-31$-274,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$50,546,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$159,654,765
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$88,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$148,819
Total income from all sources (including contributions)2012-12-31$331,925,260
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$138,150,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$135,790,724
Expenses. Certain deemed distributions of participant loans2012-12-31$2,188,064
Value of total corrective distributions2012-12-31$4,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$163,962,419
Value of total assets at end of year2012-12-31$1,604,374,153
Value of total assets at beginning of year2012-12-31$1,410,659,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$166,860
Total interest from all sources2012-12-31$2,947,716
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$53,919,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$53,919,270
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$104,468,616
Participant contributions at end of year2012-12-31$53,475,200
Participant contributions at beginning of year2012-12-31$49,720,855
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,573,472
Administrative expenses (other) incurred2012-12-31$165,329
Liabilities. Value of operating payables at end of year2012-12-31$88,549
Liabilities. Value of operating payables at beginning of year2012-12-31$148,819
Total non interest bearing cash at end of year2012-12-31$2,180
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$193,774,856
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,604,285,604
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,410,510,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,472,461,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,280,770,039
Interest on participant loans2012-12-31$2,925,161
Value of interest in common/collective trusts at end of year2012-12-31$77,147,060
Value of interest in common/collective trusts at beginning of year2012-12-31$80,168,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,288,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$22,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$109,879,124
Net investment gain or loss from common/collective trusts2012-12-31$1,216,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$48,920,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$135,790,724
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$148,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$163,726
Total income from all sources (including contributions)2011-12-31$136,388,435
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$112,006,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$111,147,031
Value of total corrective distributions2011-12-31$21,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$160,960,916
Value of total assets at end of year2011-12-31$1,410,659,567
Value of total assets at beginning of year2011-12-31$1,386,292,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$838,096
Total interest from all sources2011-12-31$2,870,460
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$46,635,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$46,635,195
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$102,618,833
Participant contributions at end of year2011-12-31$49,720,855
Participant contributions at beginning of year2011-12-31$44,291,797
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,640,291
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,532,879
Administrative expenses (other) incurred2011-12-31$838,096
Liabilities. Value of operating payables at end of year2011-12-31$148,819
Liabilities. Value of operating payables at beginning of year2011-12-31$163,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$24,382,113
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,410,510,748
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,386,128,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,280,770,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,257,312,621
Interest on participant loans2011-12-31$2,870,460
Value of interest in common/collective trusts at end of year2011-12-31$80,168,673
Value of interest in common/collective trusts at beginning of year2011-12-31$79,689,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-76,382,106
Net investment gain or loss from common/collective trusts2011-12-31$2,303,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$47,809,204
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$3,358,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$111,147,031
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$163,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$315,409,863
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$104,799,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$102,549,474
Expenses. Certain deemed distributions of participant loans2010-12-31$1,265,240
Value of total corrective distributions2010-12-31$2,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$158,403,327
Value of total assets at end of year2010-12-31$1,386,292,361
Value of total assets at beginning of year2010-12-31$1,175,517,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$981,784
Total interest from all sources2010-12-31$2,556,036
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$27,799,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$27,799,886
Administrative expenses professional fees incurred2010-12-31$353,349
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$98,985,166
Participant contributions at end of year2010-12-31$44,291,797
Participant contributions at beginning of year2010-12-31$35,594,001
Participant contributions at end of year2010-12-31$3,358,320
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,731,299
Administrative expenses (other) incurred2010-12-31$628,435
Liabilities. Value of operating payables at end of year2010-12-31$163,726
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$210,610,734
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,386,128,635
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,175,517,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,257,312,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,059,879,232
Interest on participant loans2010-12-31$2,556,036
Value of interest in common/collective trusts at end of year2010-12-31$79,689,332
Value of interest in common/collective trusts at beginning of year2010-12-31$80,044,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$123,686,176
Net investment gain or loss from common/collective trusts2010-12-31$2,964,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$48,686,862
Employer contributions (assets) at end of year2010-12-31$1,640,291
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$102,549,474
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : BANNER HEALTH EMPLOYEES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BANNER HEALTH EMPLOYEES 401(K) PLAN

2023: BANNER HEALTH EMPLOYEES 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BANNER HEALTH EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BANNER HEALTH EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BANNER HEALTH EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BANNER HEALTH EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BANNER HEALTH EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BANNER HEALTH EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BANNER HEALTH EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BANNER HEALTH EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BANNER HEALTH EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BANNER HEALTH EMPLOYEES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BANNER HEALTH EMPLOYEES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BANNER HEALTH EMPLOYEES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BANNER HEALTH EMPLOYEES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BANNER HEALTH EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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