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Nonprofiteer
← BANNER HEALTH INSURANCE GROUP INC

Form 990 for tax year 2023

Filed by BANNER HEALTH INSURANCE GROUP INC.

Totals

Total revenue
$6,905,133
Total expenses
$9,365,715
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,879,634
Investment income
$25,499
Other revenue
$0
Total assets, end of year
$13,639,410
Total liabilities, end of year
$8,554,246
Net assets or fund balances, end of year
$5,085,164
Program services expenses (Part IX)
$5,929,911
Management and general expenses
$3,435,804
Fundraising expenses
$0
Program service expenses (Part III)
$5,929,911

Program services were 63.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: CAPITATION PREMIUMS

    total $6,879,634 · related or exempt $6,879,634

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $25,499 · excluded $25,499

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $175,455 · management and general $175,455

  • 9 · Other employee benefits

    total $35,137 · management and general $35,137

  • 11c · Fees: accounting

    total $42,432 · management and general $42,432

  • 11g · Fees: other

    total $1,287,980 · program services $0 · management and general $1,287,980 · fundraising $0

  • 12 · Advertising and promotion

    total $654,728 · management and general $654,728

  • 13 · Office expenses

    total $183,013 · management and general $183,013

  • 17 · Travel

    total $382 · management and general $382

  • 20 · Interest

    total $2,243 · management and general $2,243

  • 24a · Other expenses: Medical Claim Expense

    total $5,929,911 · program services $5,929,911

  • 24b · Other expenses: Corporate Allocation

    total $222,022 · management and general $222,022

  • 24c · Other expenses: PHARMACY ADMINISTRATION

    total $633,771 · management and general $633,771

  • 24d · Other expenses: FILING/BROKER FEES

    total $62,506 · management and general $62,506

  • 24e · All other expenses

    total $136,135 · program services $0 · management and general $136,135 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,576,237 · end of year $557,229

  • 2 · Savings and temporary cash investments

    beginning of year $559,951 · end of year $1,120,450

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $6,263,973 · end of year $11,859,254

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,338 · end of year $12,233

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $68,163 · end of year $90,244

  • 17 · Accounts payable and accrued expenses

    beginning of year $332,894 · end of year $199,276

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $5,484,800 · end of year $8,354,970

  • 27 · Net assets without donor restrictions

    beginning of year $3,680,968 · end of year $5,085,164

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

OPERATED TO PROMOTE SOCIAL WELFARE, BANNER HEALTH INSURANCE GROUP (BHIG) WILL SEEK TO FURTHER BANNER HEALTH'S MISSION OF MAKING HEALTH CARE EASIER SO LIFE CAN BE BETTER BY PROVIDING INTEGRATED & COORDINATED CARE & POPULATION HEALTH MANAGEMENT AND WILL LEVERAGE BH'S VAST ARIZONA MANAGED CARE EXPERTISE TO IMPROVE ITS ELDERLY MEMBERS' ACCESS TO CARE AND QUALITY OF CARE.

Activities or mission (Part I)

OPERATED TO PROMOTE SOCIAL WELFARE, BANNER HEALTH INSURANCE GROUP WILL FURTHER BANNER HEALTH'S MISSION OF MAKING HEALTH CARE EASIER SO LIFE CAN BE BETTER BY PROVIDING INTEGRATED & COORDINATED CARE & POPULATION HEALTH MANAGEMENT.

  • SEE SCHEDULE O. BHIG operates exclusively to promote social welfare purposes within the meaning of Section 501(c)(4) of the Internal Revenue and is organized as a Medicare-only preferred provider organization (PPO) to serve Medicare beneficiaries through a Medicare-only Medicare Advantage Part D (MAPD) Plan. BHIG's sole shareholder is Banner Health Insurance Companies, LLC (BHIC), which is disregarded for federal tax purposes as a single-member LLC of Banner Health, a tax-exempt hospital system under Section 501(c)(3). Banner Health is one of the nation's largest nonprofit health care systems, and the leading tax-exempt provider of hospital services in every community it serves and, in some cases, the only inpatient facility available in some of those rural and/or medically underserved communities. BHIG is integrated into Banner's continuum of care for Banner Health patients, thereby strengthening its ability to care for those patients and promote community health. BHIG embraces and seeks to further Banner Health's mission of making health care easier, so life can be better and leverages Banner Health's vast Arizona managed care expertise to improve its elderly members' access to care and quality of care. Care and coverage are part of Banner Health's vertically integrated system and the cornerstone of BHIG which is designed to promote more efficient and effective care coordination and provision. Formed in 2019, BHIG's health plan is based in Arizona and serves only Arizona counties All counties included in BHIG's service areas - Maricopa, Pima, Pinal, Santa Cruz, and Yuma - are designated as medically underserved areas by the Health Resources and Services Administration (HRSA). BHIG is the only MAPD health plan in Arizona that can offer a fully integrated continuum of care and coverage and in its service area, it is unique in its ability to integrate provider care and operate under the umbrella of a tax-exempt health system. Under BHIG, members receive both quality health care and comprehensive insurance coverage including prescription drug coverage in a single plan. Through Banner Health, BHIG offers its members a choice of 5000+ providers, 17 Arizona hospitals, and three renowned academic medical centers. BHIG offers several programs to improve member health care, including a medical management program, care management program, and condition management program. In addition, BHIG coordinates member health plan benefits including emergency services and emergency inpatient care, inpatient care, primary care, specialty care, diagnostic and therapeutic ancillary care services, outpatient care, preventive care and emergency ambulance services. BHIG's member experience is further differentiated by allowing over the counter health products, hearing aids, annual eye exams, telehealth visits, meals, free virtual waiting rooms, and behavioral-based smart phone apps that allow BHIG to reach its members in a creative and integrated way, meeting both the physical and behavioral health needs of its members. BHIG provides each member a personalized health navigator to further develop the integrated experience and meet the member's health needs. The health navigator is a trusted steward to help members with their health goals and needs including: - Assisting with doctors' appointments or member provider selection - Assisting with home health orders, home medical equipment or filling medications - Discharge navigation and care coordination - Connection with member health or social needs BHIG also provides additional member resources including: - Certified health coach and/or registered dietitian - Works with the member on health goals - Dial into Diabetes - Evidence-based and individualized education and support for diabetics - Advance Care Planning - Social workers help with advance care planning and completing advanced directives - Nurse Now - 24 hour/365-day hotline for registered nurse support. - Fall Risk Reduction Program - Fall risk assessment and intervention for those at risk for falls or wanting a preventative approach - Care Management - Multidisciplinary team to help the member with disease management and/or to coordination of any supportive needs such as food boxes, transportation, or access to care barriers - Community-based Healthy Lifestyle Education Classes BHIG's comprehensive medical management (MM) program involves coordinating, facilitating, monitoring, evaluating, assessing and integrating both medical and behavioral health care services while ensuring continuity of care for all of BHIG's members. The MM program entails member and provider notifications, discharge planning, behavioral health services, care management, condition management, retrospective review, medical claims review, quality of care review, and medical management. The program supports BHIG's affiliated providers with analysis, education, development, operating systems and medical management expertise to improve the health of BHIG's members. As part of the MM program, BHIG's Quality Committee approves quality standards and oversees affiliate providers' adherence to these standards throughout BHIG's network and ensures that affiliated providers are informed of information related to their performance. It also investigates and analyzes quality of care issues, member abuse, and member complaints. BHIG achieves its mission, and the mission of Banner Health - making health care easier so life can be better through the MM program by focusing on continuous quality improvements, utilizing best practices throughout its network, and providing access to high quality, sustainable health care services to all members. BHIG conducts a care management (CM) program for its members with multiple or complex medical/mental health conditions, for the purpose of improving their physical and behavioral health and quality of life. BHIG coordinates access to needed health care services and resources for these members to help them regain/maintain their optimal health and/or improve their functional capacity. Through the CM program, BHIG seeks to reduce care gaps, decrease unnecessary hospitalization and emergency department visits, improve member self-management skills, and remove barriers to needed care. BHIG's CM member services include care coordination, health risk assessments, health and disease management education, mental/behavioral health support, providing information on community resources, and assistance in care transitions (e.g., from hospital to home, to and from skilled nursing facilities). BHIG refers CM program members with additional needs such as meals, need for support groups, etc. to appropriate community resources or, if their needs are more extensive, to the appropriate BHIG Care Management department for further intervention. BHIG conducts a condition management program for members with select high risk conditions who could benefit from a concerted approach to managing their health, including those suffering from diabetes, cardiovascular issues, depression, and chronic obstructive pulmonary disease. BHIG's condition management services include assessments, analysis, member contacts, plan of care, individualized health education to each condition management member, and member interventions to improve member health. Such interventions include educational materials or workshops, telephonic and in-person care management, and home monitoring devices. As the largest employer and Medicare provider in Arizona and collaborator and innovator in health care delivery, Banner Health supports the Arizona safety net in significant ways providing stability and ongoing excellence in care and outcomes. As parent organization to the only locally owned MAPD plan, Banner and BHIG are dedicated to serving their communities and BHIG facilitates and coordinates medical care that demonstrates a passion to improving the health, well-being, and social welfare of BHIG communities. Significant community health needs that both Banner Health and BHIG are taking action to meet in service to the community include: - Ensuring members of the Banner communities (including elderly members) have greater access to needed healthcare resources - Representing high need populations including the elderly, minority groups, low-income individuals, medically underserved and those with chronic conditions - Representing the underserved and uninsured - Catering to the chronic and often complex health needs of senior adults and responding to their health concerns - Delivery of an integrated, coordinated continuum of care - Provision of and access to health insurance coverage

    Expenses $5,929,911 · Revenue $6,879,634

As filed on the 2023 return.

Listed in Part VII

  • Charles Lehn

    DIRECTOR/TREASURER

    Total calculated
    $1,455,961
    From this org
    $0
    From related orgs
    $1,123,986
    Other
    $331,975
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $529,960 related
    Bonus
    $0 + $510,382 related
    Other
    $0 + $83,644 related
    Deferred
    $0 + $305,751 related
    Nontaxable benefits
    $0 + $26,224 related
    Filer's total
    $0 + $1,455,961 related

  • Dennis Laraway

    DIRECTOR/CHAIRMAN (THRU 03/2023)

    Total calculated
    $1,956,159
    From this org
    $0
    From related orgs
    $1,944,940
    Other
    $11,219
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,883 related
    Bonus
    $0 + $1,599,645 related
    Other
    $0 + $155,412 related
    Deferred
    $0 + $7,641 related
    Nontaxable benefits
    $0 + $3,578 related
    Filer's total
    $0 + $1,956,159 related

  • James Stringham

    Director/President

    Total calculated
    $1,036,412
    From this org
    $0
    From related orgs
    $831,417
    Other
    $204,995
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $454,385 related
    Bonus
    $0 + $353,784 related
    Other
    $0 + $23,247 related
    Deferred
    $0 + $174,913 related
    Nontaxable benefits
    $0 + $30,081 related
    Filer's total
    $0 + $1,036,411 related

  • Marjorie Bessel MD

    DIRECTOR/SECRETARY

    Total calculated
    $2,822,935
    From this org
    $0
    From related orgs
    $2,010,592
    Other
    $812,343
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $663,447 related
    Bonus
    $0 + $1,221,628 related
    Other
    $0 + $125,517 related
    Deferred
    $0 + $794,685 related
    Nontaxable benefits
    $0 + $17,658 related
    Filer's total
    $0 + $2,822,935 related

  • Donald Nordlund

    DIRECTOR

    Total calculated
    $2,691,224
    From this org
    $0
    From related orgs
    $1,817,866
    Other
    $873,358
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $701,412 related
    Bonus
    $0 + $1,005,991 related
    Other
    $0 + $110,463 related
    Deferred
    $0 + $854,057 related
    Nontaxable benefits
    $0 + $19,301 related
    Filer's total
    $0 + $2,691,224 related

  • Donna Sickler

    DIRECTOR

    Total calculated
    $1,039,480
    From this org
    $0
    From related orgs
    $828,281
    Other
    $211,199
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,476 related
    Bonus
    $0 + $337,587 related
    Other
    $0 + $27,218 related
    Deferred
    $0 + $182,340 related
    Nontaxable benefits
    $0 + $28,859 related
    Filer's total
    $0 + $1,039,479 related

  • Joseph Gregory MD

    DIRECTOR

    Total calculated
    $486,769
    From this org
    $0
    From related orgs
    $429,369
    Other
    $57,400
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,918 related
    Bonus
    $0 + $125,629 related
    Other
    $0 + $38,822 related
    Deferred
    $0 + $27,346 related
    Nontaxable benefits
    $0 + $30,054 related
    Filer's total
    $0 + $486,769 related

  • Michael Kupferman

    DIRECTOR

    Total calculated
    $1,056,274
    From this org
    $0
    From related orgs
    $805,342
    Other
    $250,932
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $639,046 related
    Bonus
    $0 + $142,140 related
    Other
    $0 + $24,156 related
    Deferred
    $0 + $221,108 related
    Nontaxable benefits
    $0 + $29,825 related
    Filer's total
    $0 + $1,056,274 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
EXEC 457(B) - COVERED APPROXIMATELY 475 FORMER AND CURRENT EXECUTIVES. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS AND IS 100% VESTED. TAXATION OCCURS UPON DISTRIBUTION. THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. EMPLOYER CONTRIBUTIONS TO EXEC 457(B) ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). EXEC 457(F) - COVERED APPROXIMATELY 100 FORMER AND CURRENT EXECUTIVES. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS. VESTING OCCURS UPON MEETING VESTING REQUIREMENTS (SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE). Awards are subject to a rolling three-year vesting schedule - or a team member reaches the age of 65, 3 years from the date of deposit. TAXATION OCCURS UPON DISTRIBUTION (IF VESTED). THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. PAYOUT AMOUNTS ARE TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). DEPOSIT AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). 457(F) PAYOUT: DENNIS LARAWAY $154,262 MAJORIE BESSEL, MD $98,111 DONALD NORDLUND $84,569 CHARLES LEHN $57,254 JOSEPH GREGORY, MD $15,528 EMPLOYER 457(F) DEPOSIT: MAJORIE BESSEL, MD $74,950 DONALD NORDLUND $68,127 CHARLES LEHN $46,856 JOSEPH GREGORY, MD $14,146
Schedule J, Part I, Line 7 Non-fixed payments
1.THE INDIVIDUALS IDENTIFIED BELOW PARTICIPATE IN A LONG-TERM INCENTIVE PLAN (LTIP) COVERING THREE-YEAR CYCLES FROM 2020-2022, 2021-2023, 2022-2024 AND 2023-2025. THE LTIP WAS DESIGNED AT THE INITIATIVE OF THE BANNER BOARD OF DIRECTORS WITH THE ASSISTANCE OF WILLIS TOWERS WATSON, AND ALL COMPONENTS WERE APPROVED BY THE BOARD. THE PLANS' AREAS OF PERFORMANCE TARGETS INCLUDE: STARTS RATING IMPROVEMENT, TRANSFORM REVENUE CYCLE ($ IMPROVEMENT), AND BUILD OUR BENCH TO REFLECT COMMUNITIES (VOICE, MINORITY %, SUCCESSION AND OTHER KEY LONG-TERM INITIATIVES. AWARDS ARE CALCULATED AS A PERCENTAGE OF BASE SALARY ON THE LAST DAY OF THE THREE-YEAR CYCLE, AND OPPORTUNITY VARIES BY POSITION LEVEL. THE PLAN REQUIRES A THRESHOLD LEVEL OF FINANCIAL PERFORMANCE BEFORE ANY AWARDS CAN BE MADE, AND THE AMOUNT OF THE AWARDS VARIES WITH THE DEGREE OF ACHIEVEMENT OF THE TARGETS. THE MAXIMUM LTIP PAYOUT OPPORTUNITY RANGES FROM 30% TO 255% OF THE BASE SALARY as of December 31 in the last year of the three-year plan. AWARDS HAVE BEEN ACCRUED UNDER THE LTIP, BUT NO PAYMENTS ARE MADE UNTIL AFTER YEAR-END AND ACHIEVEMENT IS VERIFIED BY THE BANNER HEALTH BOARD COMPENSATION COMMITTEE AND APPROVED BY THE FULL BOARD OF DIRECTORS OF BANNER HEALTH. ALL LTIP COMPENSATION PAYMENTS ARE REPORTED IN THE INCENTIVE AND BONUS COMPENSATION SHOWN IN SCHEDULE J, PART II, COLUMN (B)(II). AMOUNTS PAID FOR THE 2020-2022 CYCLE ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B) AS BONUS & INCENTIVE COMPENSATION. AMOUNTS ACCRUED FOR 2023 FOR THE 2021-2023, 2022-2024, 2023-2025 CYCLES (TO BE PAID OUT IN 2024, 2025, AND 2026 RESPECTIVELY) ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION. LTIP Accrual: MARJORIE BESSEL $706,535 MICHAEL KUPFERMAN $211,940 CHARLES LEHN $245,695 DONALD SCOTT NORDLUND $772,730 DONNA SICKLER $143,407 JAMES STRINGHAM $142,314 LTIP Payout: MARJORIE BESSEL $621,248 MICHAEL KUPFERMAN $22,962 DENNIS LARAWAY $944,629 CHARLES LEHN $213,960 DONALD SCOTT NORDLUND $583198 DONNA SICKLER $126,096 JAMES STRINGHAM $117,172 2. BANNER HEALTH HAS A MANAGEMENT INCENTIVE PLAN (MIP) WHICH IS BASED ON COMPANY ACHIEVEMENT OF SEVERAL FINANCIAL AND NON-FINANCIAL/CLINICAL QUALITY METRICS THAT ARE ESTABLISHED ANNUALLY BY THE BANNER HEALTH BOARD OF DIRECTORS. AWARDS ARE GRANTED AS A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AND VARY WITH THE POSITION LEVEL OF THE PARTICIPATING EMPLOYEE, RANGING FROM 7% TO 110% OF BASE SALARY. IN 2023, THERE WERE 1,440 MIP PARTICIPANTS. THE MIP WAS ACCRUED IN 2022 FOR THE 2023 MIP PAYOUT. MIP COMPENSATION IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II).
Schedule J, Part I, Line 3 COMPENSATION OF CEO
THE COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED BY A RELATED TAX-EXEMPT ORGANIZATION. SEE SCHEDULE O FOR FORM 990, PART VI, LINES 15A AND 15B FOR THE PROCESS USED BY THE RELATED ORGANIZATION TO DETERMINE COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BANNER HEALTH NETWORK

    C Corporation · ACCOUNTABLE CARE · AZ · controlled entity

    Directly controlled by NA

  • BANNER INDEMNITY LTD

    C Corporation · INVESTMENTS · CJ · controlled entity

    Directly controlled by NA

  • BANNER PLAN ADMINISTRATION INC

    C Corporation · THIRD PARTY ADMINISTRATION · AZ · controlled entity

    Directly controlled by NA

  • NMSI INC

    C Corporation · PPO INSURANCE PROVIDER · CO · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423169349305467

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