Allina Health Pension Plan For Collectively Bargained Employees — 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 Health Pension Plan For Collectively Bargained Employees is a benefit plan reported by Allina Health System under EIN 36-3261413 and plan number 011. The latest loaded filing year is 2023. The filing reports 394 participants and $14,740,776 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
- 011
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $14,740,776
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20240927142640NAL0004767986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,740,776
- Total liabilities (EOY)
- $5,125
- Net assets (EOY)
- $14,735,651
- Net assets (BOY)
- $12,717,701
Income & contributions
- Employer contributions
- $2,097,288
- Total contributions
- $2,097,288
- Total income / additions
- $3,228,862
Expenses & distributions
- Benefits paid
- $970,574
- Administrative expenses
- $240,338
- Total expenses
- $1,210,912
- Net increase / (decrease)
- $2,017,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcgriff Insurance Services | PARTY-IN-INTEREST | $106,438 | not reported in the loaded dataset | 2023 |
| Truist Bank (Fka Branch Banking) | PARTY-IN-INTEREST | $9,500 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | NONE | $5,500 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allina Health System
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Mcgriff Insurance Services — Schedule C compensation
- Truist Bank (Fka Branch Banking) — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation