Banner Health, Phoenix, AZ. EIN 45-0233470. Annual reports 2009–2024.
Banner Health has 3 active retirement plans on file. The largest is the Banner Health Employees 401(k) Plan, with 72,485 participants and $4.9 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.
Banner Health 2901 N Central Ave Phoenix, AZ 85012 (602) 747-4000As filed for 2020
In effect since
January 1, 1964
Earlier plan names: The Banner Health System Retirement Income Plan.
Year by year, 2009 to 2020
Plan year
Participants
Net assets
Recordkeeper
2020
0
$0
Fidelity
2019
2,153
$51.2 million
Fidelity
2018
2,276
$50.3 million
Fidelity
2017
2,463
$55.4 million
Fidelity
2016
2,594
$53.1 million
Fidelity
2015
2,702
$56.7 million
Fidelity
2014
2,895
$63.8 million
Fidelity
2013
3,193
$66.5 million
Fidelity
2012
3,509
$56.5 million
Fidelity
2011
4,382
$50.9 million
Fidelity
2010
4,516
$50.2 million
Fidelity
2009
4,621
$43.8 million
Fidelity
Arizona Medical Clinic, Ltd. 401(k) Profit Sharing Plan and Trust
401(k)Stopped filing
No annual report since the 2009 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Plan number
010Employer EIN 86-0277198
Participants (2009)
555
Net assets (2009)
$19.0 million
Plan administrator
Banner Health 1441 North 12TH Street Phoenix, AZ 85006 (602) 495-4000As filed for 2009
In effect since
September 1, 1991
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Banner Health Employees 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((602) 747-4000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.