Sun Health Corporation Pension Plan
Sponsored by Banner Health · EIN 450233470 · Plan #001
- Total assets
- $32.8M
- Net assets
- $32.7M
- Active participants
- 302
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Weik Capital Management, Inc CRD 107068 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv Inst Ops Co | Actuarial, Consulting (pension), Recordkeeping fees | $368,563 |
| Faegre Drinker Biddle & Reath Llp | Legal, Direct payment from the plan | $93,170 |
| Northern Trust Company | Trustee (institutional), Investment management, Direct payment from the plan | $35,592 |
| Wells Capitial Management | Investment advisory (plan), Direct payment from the plan | $21,983 |
| Moss Adam | Accounting, Direct payment from the plan | $20,000 |
| Legal & General Investment | Investment advisory (plan), Direct payment from the plan | $18,815 |
| Wellington Trust Company | Investment advisory (plan), Direct payment from the plan | $12,775 |