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Banner Health Retirement Plan
Banner Health Retirement Plan was established to serve eligible employees of the Banner Health system. It operates as a defined-contribution vehicle rather...
Banner Health Retirement Plan
Banner Health Retirement Plan was established to serve eligible employees of the Banner Health system. It operates as a defined-contribution vehicle rather than a traditional pension. The plan permits both pre-tax and Roth post-tax contributions and includes an employer match. No public data exist on asset allocation, external managers, or direct holdings. Additional offices and team size are not disclosed. Banner Health maintains related philanthropic vehicles including the Banner Health Foundation and Banner Alzheimer's Foundation. Governance rests with the Banner Health board; Anne Mariucci chairs that board while Amy Perry holds the CEO role.
General information
Firm type
Pension Fund
Year founded
1999
Location
Region
North America
Country
United States
City
Phoenix
Corporate office
Phoenix, AZ, United States
Principals
Amy Perry
President and CEO
Anne Mariucci
Chair of the Board of Directors
Peter S. Fine
CEO Emeritus
Dennis Dahlen
Former CFO and Plan Fiduciary
Christopher Volk
Board Member
Sector focus
Frequently asked questions
Who runs investment decisions at Banner Health Retirement Plan?
The plan is overseen by Banner Health's board and executive team. Amy Perry serves as President and CEO; Anne Mariucci chairs the board.
How is the Banner Health Retirement Plan administered?
Fidelity Investments handles recordkeeping and administration for the 401(k) and 403(b) options.
Does Banner Health Retirement Plan offer employer matching?
Yes. The plan includes an employer matching program for eligible contributions.
What contribution types are available?
Participants may make pre-tax and Roth post-tax contributions.
Are there related philanthropic structures?
Banner Health maintains the Banner Health Foundation and Banner Alzheimer's Foundation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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