2023 Form 5500 filing — Allina Health Pension Plan For Collectively Bargained Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927142640NAL0004767986001) for Allina Health Pension Plan For Collectively Bargained Employees, reported by Allina Health System under EIN 36-3261413 and plan number 011. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927142640NAL0004767986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allina Health System
- EIN
- 36-3261413
- Plan number
- 011
- Location
- Minneapolis, MN
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,740,776
- Total liabilities (EOY)
- $5,125
- Net assets (EOY)
- $14,735,651
- Employer contributions
- $2,097,288
- Total income / additions
- $3,228,862
- Benefits paid
- $970,574
- Administrative expenses
- $240,338
- Total expenses
- $1,210,912
- Net increase / (decrease)
- $2,017,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcgriff Insurance Services | PARTY-IN-INTEREST | $106,438 | not reported in the loaded dataset |
| Truist Bank (Fka Branch Banking) | PARTY-IN-INTEREST | $9,500 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | NONE | $5,500 | not reported in the loaded dataset |
| Resources Investment Advisors | NONE | $5,500 | not reported in the loaded dataset |