McCain Johnson signed Allina Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allina Health System's EIN is 36-3261413.
Download the official 2024 Form 5500 (PDF) for Allina Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allina Health System's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | PARTY-IN- INTEREST | $2.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAGRE DRINKER BIDDLE & REATH LLP | 41-0244008 | — | ATTORNEY/ LEGAL | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROMANAGE | 76-0767808 | — | PARTY-IN-INTEREST | $720K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | PARTY-IN-INTEREST | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Spartan Total Market Index Pool Class D | Common Collective Trusts | — | — | $611.8M | 17.3% | |
| SP TTL MRKT IDX CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 002 | Common Collective Trust | — | — | $611.8M | 17.3% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $463.4M | 13.1% | |
| Oakmark Fund Investor | Other securities | — | — | $300.0M | 8.5% | |
| Vanguard Total International Stock Market Index Trust | Common Collective Trusts | — | — | $288.6M | 8.2% | |
| VANG TOTAL INTL STK VANGUARD · EIN 84-6548531 / PN 001 | Common Collective Trust | — | — | $288.6M | 8.2% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $244.6M | 6.9% | |
| FID CONTRAFUND POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $241.5M | 6.8% | |
| Principal Life Ins. Co. Guaranteed Interest Balance Contract | Common Stocks | — | — | $238.5M | 6.8% | |
| PIMCO Real Return Institutional Fund | Mutual Funds | — | — | $182.7M | 5.2% | |
| Fidelity Mgmt Trust Co. Diversified International Pool | Mutual Funds | — | — | $140.3M | 4.0% | |
| FID DIVSFD INTL POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $140.3M | 4.0% | |
| Fidelity Mgmt Trust Co. Government Cash Reserve 532 * Fidelity Mgmt Trust Co. US Bond Index | Mutual Funds | — | — | $122.2M | 3.5% | |
| FID GROWTH CO POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $114.5M | 3.2% | |
| DFA U.S. Targeted Value Portfolio Fund | Mutual Funds | — | — | $101.1M | 2.9% | |
| T. Rowe Price International Small-Cap Equity Trust Class A | Other securities | — | — | $91.7M | 2.6% | |
| TRP INTL SM CAP EQ T. ROWE PRICE · EIN 36-7612285 / PN 001 | Common Collective Trust | — | — | $91.7M | 2.6% | |
| DFA Emerging Markets Core Equity Fund | Mutual Funds | — | — | $91.1M | 2.6% | |
| AMG TimesSquare Mid Cap Growth Fund | Other securities | — | — | $89.4M | 2.5% | |
| AMG TIMESSQ MDCP GR GLOBAL TRUST COMPANY · EIN 32-6505859 / PN 002 | Common Collective Trust | — | — | $89.4M | 2.5% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $57.4M | 1.6% | |
| Participants Participant Loans 4.25% to 9.50% Interest Rates - | Bonds / Notes | — | — | $41.5M | 1.2% | |
| Vanguard Balance Index Fund | Common Collective Trusts | — | — | $30.4M | 0.9% | |
| Spartan Extended Market Index Pool Class D | Other securities | — | — | $23.5M | 0.7% | |
| SP EXT MKT IDX CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $23.5M | 0.7% | |
| Lincoln National Life Ins. Co. Variable Account C | Common Stocks | — | — | $1.0M | <0.1% | |
| SEPARATE ACCOUNTS LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $1.0M | <0.1% | |
| SEPARATE ACCOUNTS BRIGHTHOUSE LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $192K | <0.1% | |
| Brighthouse Life Ins. Co. Fixed Account | Common Stocks | — | — | $108K | <0.1% | |
| Lincoln National Life Ins. Co. Fixed Account | Common Stocks | — | — | $101K | <0.1% | |
| BTC TOTAL RET BOND M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
