Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ALLINA HEALTH SYSTEM
EIN 36-3261413medical practiceLatest filing 2025
Plans
6
Retirement
4
$5.07B assets
Welfare
2
$27.0M premiums
Participants
88,080
PO BOX 1469 - MINNEAPOLIS, MN 554401469612-262-4688allina.comLinkedIn10001+ employeesmedical practice
Retirement portfolio analytics
4 plans aggregated / $5.07B assets / 48,409 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- FIDELITY INVESTMENTS INSTITUTIONAL99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $27.0M premiums / 28,798 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$10.6M
- Long-term disability$10.3M
- Other$4.6M
- Vision$1.6M
Carrier market share
Premium dollars by Schedule A carrier
41%top
- SECURIAN LIFE INSURANCE COMPANY41%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA38%
- RELIASTAR LIFE INSURANCE COMPANY11%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
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$4.11B
Participants37,565
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$912.7M
Participants9,684
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$27.2M
Participants706
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$16.0M
Participants454
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$27.0M
Covered lives28,798
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALLINA 401K RETIREMENT SAVINGS PLAN | 401k | $4.11B | 37,565 | 2025 | |
| 004 | ALLINA 403(B) RETIREMENT SAVINGS PLAN | 403b | $912.7M | 9,684 | 2025 | |
| 012 | DEFINED BENEFIT PENSION PLAN OF COURAGE CENTER | TraditionalDB | $27.2M | 706 | 2025 | |
| 011 | ALLINA HEALTH PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | CashBalance | $16.0M | 454 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALLINA COMPREHENSIVE WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $27.0M | 28,798 | 2025 | |
| 550 | ALLINA HEALTH SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans