Form 5500 · Employee benefit plan · PHOENIX, AZ
BANNER HEALTH
Public Form 5500 records show how BANNER HEALTH (PHOENIX, AZ) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-0233470 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | — | 52,751 | December | $3,958,944 |
| MINNESOTA LIFE INSURANCE COMPANY | Life | 52,518 | December | $366,872 |
| VISION SERVICE PLAN | Vision | 34,441 | December | $0 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 9,207 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 12,217 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 41,765 | December | $0 |
Questions
Who is BANNER HEALTH's benefits broker?
Per its most recent Form 5500 Schedule A, BANNER HEALTH's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does BANNER HEALTH use?
BANNER HEALTH's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does BANNER HEALTH's group plan renew?
The most recent Schedule A policy period for BANNER HEALTH ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BANNER HEALTH's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.