Allete, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Allete, Inc. (EIN 41-0418150) is a plan sponsor located in Duluth, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 41-0418150
- Location
- Duluth, MN
- Loaded plans
- 5
- Total reported participants
- 6,762
- Total reported plan assets (EOY)
- $1,920,714,624
- Plans with financial data
- 5
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Allete And Affiliated Companies Master Pension Trust | 004 | not reported in the loaded dataset | $590,945,188 | 2023 |
| Allete And Affiliated Companies Retirement Savings And Stock Ownership Plan | 002 | 2,130 | $546,169,297 | 2023 |
| Allete & Affiliated Companies Retirement Plan C | 005 | 1,767 | $426,259,731 | 2023 |
| Allete And Affiliated Companies Welfare Benefits Plan | 599 | 2,331 | $181,474,196 | 2023 |
| Allete And Affiliated Companies Retirement Plan B | 003 | 534 | $175,866,212 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Allete And Affiliated Companies Retirement Savings And Stock Ownership Plan | 2,130 | H, C | 20240731091115NAL0048063058001 |
| 2023 | Allete And Affiliated Companies Retirement Plan B | 534 | H, C | 20241014142222NAL0027547505002 |
| 2023 | Allete And Affiliated Companies Master Pension Trust | not reported in the loaded dataset | H, C | 20241014155339NAL0015248403003 |
| 2023 | Allete & Affiliated Companies Retirement Plan C | 1,767 | H, C | 20241014155339NAL0015248403004 |
| 2023 | Allete And Affiliated Companies Welfare Benefits Plan | 2,331 | H, C | 20241015173551NAL0029270945003 |