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BANNER HEALTH AND AETNA HEALTH 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameBANNER HEALTH AND AETNA HEALTH 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

BANNER HEALTH AND AETNA HEALTH 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:BANNER HEALTH AND AETNA HEALTH
Employer identification number (EIN):815212760
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANNER HEALTH AND AETNA HEALTH 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS GROTE2024-07-18
0012022-01-01THOMAS GROTE2023-07-12
0012021-01-01THOMAS GROTE2022-07-25
0012020-01-01THOMAS GROTE2021-05-11
0012019-01-01THOMAS GROTE2020-06-29
0012018-01-01THOMAS GROTE2019-07-08

Financial Data on BANNER HEALTH AND AETNA HEALTH 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : BANNER HEALTH AND AETNA HEALTH 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-150
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-1516479
Net assets as of the end of the plan year2025-07-151930691
Total assets as of the beginning of the plan year2025-07-151482765
Participant contributions to plan in this plan year2025-07-15157870
Value of participant loans at end of plan year2025-07-1538723
Other expenses paid from plan in this plan year2025-07-150
Other contributions to plan in this plan year2025-07-150
Other income to plan in this plan year2025-07-15216308
Plan net income in this plan year2025-07-15447926
Net assets as of the end of the plan year2025-07-151930691
Net assets as of the beginning of the plan year2025-07-151482765
Employer contributions to plan in this plan year2025-07-1590227
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-156554
2024 : BANNER HEALTH AND AETNA HEALTH 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-180
Total liabilities as of the end of the plan year2024-07-180
Total liabilities as of the beginning of the plan year2024-07-180
Total expenses incurred by plan in this plan year2024-07-184556
Net assets as of the end of the plan year2024-07-181482765
Total assets as of the beginning of the plan year2024-07-181071212
Participant contributions to plan in this plan year2024-07-18134674
Value of participant loans at end of plan year2024-07-181740
Other expenses paid from plan in this plan year2024-07-180
Other contributions to plan in this plan year2024-07-180
Other income to plan in this plan year2024-07-18201677
Plan net income in this plan year2024-07-18411553
Net assets as of the end of the plan year2024-07-181482765
Net assets as of the beginning of the plan year2024-07-181071212
Employer contributions to plan in this plan year2024-07-1879758
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-184556
2022 : BANNER HEALTH AND AETNA HEALTH 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-250
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-252490
Net assets as of the end of the plan year2022-07-251060810
Total assets as of the beginning of the plan year2022-07-25745524
Participant contributions to plan in this plan year2022-07-25117956
Value of participant loans at end of plan year2022-07-2510832
Other expenses paid from plan in this plan year2022-07-250
Other contributions to plan in this plan year2022-07-250
Other income to plan in this plan year2022-07-25124311
Plan net income in this plan year2022-07-25315286
Net assets as of the end of the plan year2022-07-251060810
Net assets as of the beginning of the plan year2022-07-25745524
Employer contributions to plan in this plan year2022-07-2575509
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-252490

Potentially related plans

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