Plan5500

Allina 401k Retirement Savings Plan — Form 5500 plan (Allina Health System)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Allina 401k Retirement Savings Plan is a benefit plan reported by Allina Health System under EIN 36-3261413 and plan number 002. The latest loaded filing year is 2023. The filing reports 37,092 participants and $3,186,058,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allina Health System
EIN
36-3261413
Plan number
002
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
37,092
End-of-year plan assets
$3,186,058,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337,092H, C20240725204210NAL0008639491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,186,058,657
Total liabilities (EOY)
$0
Net assets (EOY)
$3,186,058,657
Net assets (BOY)
$2,678,277,538

Income & contributions

Employer contributions
$90,592,464
Participant contributions
$199,939,231
Total contributions
$313,673,742
Total income / additions
$765,760,754

Expenses & distributions

Benefits paid
$255,350,783
Administrative expenses
$2,628,852
Total expenses
$257,979,635
Net increase / (decrease)
$507,781,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalPARTY-IN- INTEREST$1,769,249$02023
PromanagePARTY-IN-INTEREST$778,492not reported in the loaded dataset2023
Mercer Investments LLCPARTY-IN-INTEREST$80,606not reported in the loaded dataset2023

Related Form 5500 pages