Plan5500

Allina 403(B) 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 403(B) Retirement Savings Plan is a benefit plan reported by Allina Health System under EIN 36-3261413 and plan number 004. The latest loaded filing year is 2023. The filing reports 12,315 participants and $905,961,651 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
004
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
12,315
End-of-year plan assets
$905,961,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,315H, C20240725204037NAL0009717331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$905,961,651
Total liabilities (EOY)
$0
Net assets (EOY)
$905,961,651
Net assets (BOY)
$846,612,268

Income & contributions

Total contributions
$102,550
Total income / additions
$147,949,728

Expenses & distributions

Benefits paid
$88,256,992
Administrative expenses
$316,672
Total expenses
$88,600,345
Net increase / (decrease)
$59,349,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PromanagePARTY-IN-INTEREST$192,673not reported in the loaded dataset2023
Fidelity Investments InstitutionalPARTY-IN-INTEREST$94,361$02023
Faegre Baker Daniels LlpATTORNEY$29,638not reported in the loaded dataset2023

Related Form 5500 pages