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Nonprofit · EIN 84-3248878

BANNER HEALTH INSURANCE GROUP INC

Tax-exempt · PHOENIX, AZ 85012

Financials

$6.9M$9.4M2023$3.1M$4.4M2024
Revenue Expenses · by fiscal year end
Financials of BANNER HEALTH INSURANCE GROUP INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,127,556$4,386,206-$1,258,650$16,670,956$9,969,721$6,701,235
December 31, 2023990$6,905,133$9,365,715-$2,460,582$13,639,410$8,554,246$5,085,164
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,097,019
Investment income
$30,537
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$385,748
Salaries, compensation and benefits (total)
$464,298
Professional fundraising fees
$0
Accounting fees
$65,615
Travel
$659
Program services (functional)
$2,458,009
Management and general (functional)
$1,928,197

Balance sheet and other

Total assets, start of year
$13,639,410
Total assets, end of year
$16,670,956
Total liabilities, end of year
$9,969,721
Net assets, end of year
$6,701,235
Net assets without donor restrictions
$6,701,235
Gross receipts
$3,127,556
Employees
0
Volunteers
0
Year formed
2019
State of legal domicile
AZ

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DONALD NORDLUNDDIRECTOR
Trustee or director
2$0$2,065,892$1,107,767
MARJORIE BESSEL MDDIRECTOR/SECRETARY
Trustee or director, Officer
2$0$1,898,397$1,022,997
CHARLES LEHNDIRECTOR/TREASURER
Trustee or director, Officer
2$0$1,212,334$478,788
MICHAEL KUPFERMANDIRECTOR (THRU 10/24)
Trustee or director
2$0$1,419,208$115,295
JAMES STRINGHAMDirector/President
Trustee or director, Officer
5$0$956,418$188,119
DONNA SICKLERDIRECTOR
Trustee or director
2$0$885,261$174,371
JOSEPH GREGORY MDDIRECTOR
Trustee or director
2$0$628,570$62,006
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MARJORIE BESSEL MDDIRECTOR/SECRETARY
Trustee or director, Officer
2$0$2,010,592$812,343
DONALD NORDLUNDDIRECTOR
Trustee or director
2$0$1,817,866$873,358
DENNIS LARAWAYDIRECTOR/CHAIRMAN (THRU 03/2023)
Trustee or director, Officer
2$0$1,944,940$11,219
CHARLES LEHNDIRECTOR/TREASURER
Trustee or director, Officer
2$0$1,123,986$331,975
MICHAEL KUPFERMANDIRECTOR
Trustee or director
2$0$805,342$250,932
DONNA SICKLERDIRECTOR
Trustee or director
2$0$828,281$211,199
JAMES STRINGHAMDirector/President
Trustee or director, Officer
5$0$831,417$204,995
JOSEPH GREGORY MDDIRECTOR
Trustee or director
2$0$429,369$57,400

Address and contacts

Address (IRS master file)
2901 N CENTRAL AVE STE 160, PHOENIX, AZ 85012-2702
Principal officer (990 for 2024)
James Stringham, 2901 N CENTRAL AVE 160, PHOENIX, AZ 85012
Signed the 990
James Stringham, PRESIDENT
Phone
(602) 747-4000
Return prepared by
ERNST & YOUNG US LLP

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.

990 for the year ended December 31, 2024

Program accomplishments

  • Banner Health Insurance Group ("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. 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 health, 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, Medicare provider in Arizona, 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. BHIG facilitates and coordinates medical care that demonstrates a passion to improve the health, well-being, and social welfare of BHIG communities. Both Banner Health and BHIG are taking action to meet the significant community health service needs of the community by: - 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 $2,458,009 · revenue $3,097,019

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-3248878
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2023
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E80)
Assets (IRS master file)
$16,670,956
Income (IRS master file)
$3,127,556

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,127,556$4,386,206$16,670,956XML
990December 2023$6,905,133$9,365,715$13,639,410XML
990December 2022$5,618,281$11,752,032$9,498,662IRS
990December 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-3248878).

Questions about BANNER HEALTH INSURANCE GROUP INC

What is the EIN of BANNER HEALTH INSURANCE GROUP INC?
The employer identification number (EIN) of BANNER HEALTH INSURANCE GROUP INC is 84-3248878.
Is BANNER HEALTH INSURANCE GROUP INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2023.
Are donations to BANNER HEALTH INSURANCE GROUP INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BANNER HEALTH INSURANCE GROUP INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BANNER HEALTH INSURANCE GROUP INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BANNER HEALTH INSURANCE GROUP INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BANNER HEALTH INSURANCE GROUP INC?
The 990 for the year ended December 31, 2024 names James Stringham.
Who are the officers and directors of BANNER HEALTH INSURANCE GROUP INC?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does BANNER HEALTH INSURANCE GROUP INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,127,556, expenses of $4,386,206 and total assets of $16,670,956 at year end.

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