Plan Snapshot
- Plan Sponsor: Allina Health System
- Sponsor EIN: 363261413
- Sponsor Address: PO BOX 1469, MINNEAPOLIS, MN, 554401469
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 9,684
- Total Assets: $912.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 9,684 | $912.7M | $0 | $0 |
| 2024 | 7,491 | $902.5M | $0 | $0 |
| 2023 | 8,757 | $906.0M | $0 | $0 |
| 2022 | 9,417 | $846.6M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PROMANAGE | Other Service Provider | $167,397 | — | $167,397 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Other Service Provider | $99,277 | — | $99,277 |
| FAEGRE BAKER DANIELS LLP | ERISA Attorney | $66,564 | — | $66,564 |
| MERCER INVESTMENTS LLC | Investment Advisor | $42,758 | — | $42,758 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $375,996
- Estimated Expense Ratio: 0.041% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $121,386,431 | $167,397 | — | — | — |
| 2024 | $357,771 | $203,449 | — | — | — |
| 2023 | $316,672 | $192,673 | — | — | — |
| 2022 | $308,934 | $308,934 | — | — | — |