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  2. ALLINA HEALTH SYSTEM
Sponsor portfolioTH

ALLINA HEALTH SYSTEM

EIN 36-3261413-medical practice-Latest filing 2024
Plans
6
Retirement
4
$4.48B assets
Welfare
2
$26.8M premiums
Participants
88,806
PO BOX 1469 - MINNEAPOLIS, MN 554401469612-262-4688allina.comLinkedIn10001+ employeesmedical practice
Plans on this EIN
6 filings
#002401k-$3.53B - 37,552 part#004403b-$902.5M - 10,412 part#012TraditionalDB-$26.9M - 776 part#011CashBalance-$15.8M - 411 part#501Mixed-$26.8M - 28,436 lives#550Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $4.48B assets / 49,151 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • 401K RETIREMENT Savings (#002)79%
  • 403(B) RETIREMENT Savings (#004)20%
  • OF COURAGE CENTER (#012)1%
  • COLLECTIVELY BARGAINED EMPLOYE... (#011)0%
Total $4.48BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • FIDELITY INVESTMENTS INSTITUTIONAL99%
  • (Not disclosed)1%
Total $4.48BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT Savings (#002)37,552
  • 403(B) RETIREMENT Savings (#004)10,412
  • OF COURAGE CENTER (#012)776
  • COLLECTIVELY BARGAINED EMPLOYE... (#011)411
Total 49,151Click row to drill in

Benefits portfolio analytics

2 plans / $26.8M premiums / 28,436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$10.7M
  • Long-term disability$10.6M
  • Other$4.1M
  • Short-term disability$4.0M
  • Vision$1.5M
Total $26.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • SECURIAN LIFE INSURANCE COMPANY42%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA39%
  • RELIASTAR LIFE INSURANCE COMPANY9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • +1 more
Total $26.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $1.1M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ALLINA 401K RETIREMENT SAVINGS PLAN

401k

Assets$3.53B
Participants37,552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ALLINA 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$902.5M
Participants10,412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

DEFINED BENEFIT PENSION PLAN OF COURAGE CENTER

TraditionalDB

Assets$26.9M
Participants776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

ALLINA HEALTH PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

CashBalance

Assets$15.8M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLINA COMPREHENSIVE WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$26.8M
Covered lives28,436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

ALLINA HEALTH SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002ALLINA 401K RETIREMENT SAVINGS PLAN401k$3.53B37,5522024
004ALLINA 403(B) RETIREMENT SAVINGS PLAN403b$902.5M10,4122024
012DEFINED BENEFIT PENSION PLAN OF COURAGE CENTERTraditionalDB$26.9M7762024
011ALLINA HEALTH PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEESCashBalance$15.8M4112024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLINA COMPREHENSIVE WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$26.8M28,4362024
550ALLINA HEALTH SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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