What public Form 5500 filings show about the Allina Health System 401(k) plan — and how to find and check your own account.
Allina Health System (EIN 36-3261413) reports ALLINA 401K RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $3.5B in plan assets across 28,274 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Allina Health System filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Allina Health System 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERCER INVESTMENTS, PROMANAGE, ONEDIGITAL INVESTMENT ADVISORS, MUTUAL OF AMERICA LIFE INS CO, MCGRIFF A MARSH & MCLENNAN, TRUIST BANK FKA BRANCH BANKING.
