# Banner Health Retirement Plan

Banner Health Retirement Plan is a Pension Fund based in Phoenix, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Phoenix, United States
- **Region:** North America
- **Address:** Phoenix, AZ, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** www.bannerhealth.com
- **LinkedIn:** https://www.linkedin.com/company/banner-health

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Healthcare Services

## People

- 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

## 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.

## Related profiles

- [Banner Capital Management](https://altss.com/profile/banner-capital-management)
- [Bannerman Wealth](https://altss.com/profile/bannerman-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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