Plan Snapshot
- Plan Sponsor: Allina Health System
- Sponsor EIN: 363261413
- Sponsor Address: PO BOX 1469, MINNEAPOLIS, MN, 554401469
- Plan Type: DB
- Plan Number: 011
- Total Participants: 454
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 454 | $16.0M | $0 | $0 |
| 2024 | 341 | $15.8M | $2.2M | $0 |
| 2023 | 327 | $14.7M | $2.1M | $0 |
| 2022 | 327 | $12.7M | $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 |
|---|---|---|---|---|
| MCGRIFF, A MARSH & MCLENNAN COMPANY | Other Service Provider | $112,353 | — | $112,353 |
| TRUIST BANK (FKA BRANCH BANKING) | Other Service Provider | $11,204 | — | $11,204 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Other Service Provider | $8,250 | — | $8,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,807
- Estimated Expense Ratio: 0.824% 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 | $1,423,653 | $8,250 | — | — | — |
| 2024 | $214,142 | $11,000 | — | — | — |
| 2023 | $240,338 | $11,000 | — | — | — |
| 2022 | $159,873 | — | $159,873 | — | — |