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, 403(b) custodial accounts, 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 | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Mgmt Trust Co. Total Market Index Fund | Common Collective Trusts | — | — | $123.2M | 13.7% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $113.4M | 12.6% | |
| Fidelity Mgmt Trust Co. Contrafund | Mutual Funds | — | — | $98.4M | 10.9% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $80.5M | 8.9% | |
| Fidelity Mgmt Trust Co. Growth Company Fund | Mutual Funds | — | — | $77.0M | 8.5% | |
| Principal Life Insurance Co. Guaranteed Interest Balance Contract | Common Stocks | — | — | $74.3M | 8.2% | |
| Oakmark Fund Investor | Other securities | — | — | $63.1M | 7.0% | |
| Vanguard Total International Stock Fund Institutional Plus | Mutual Funds | — | — | $45.3M | 5.0% | |
| PIMCO Real Return Institutional Fund | Mutual Funds | — | — | $43.3M | 4.8% | |
| Fidelity Mgmt Trust Co. US Bond Index Fund | Common Collective Trusts | — | — | $33.0M | 3.7% | |
| Fidelity Mgmt Trust Co. Diversified International Fund | Mutual Funds | — | — | $29.2M | 3.2% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $25.7M | 2.8% | |
| DFA U.S. Targeted Value Portfolio Fund | Mutual Funds | — | — | $23.4M | 2.6% | |
| AMG TimeSquare Mid Cap Growth Fund | Other securities | — | — | $20.2M | 2.2% | |
| DFA Emerging Markets Core Equity Fund | Mutual Funds | — | — | $14.5M | 1.6% | |
| T. Rowe Price International Discovery Fund | Other securities | — | — | $14.4M | 1.6% | |
| Vanguard Balance Index Fund | Common Collective Trusts | — | — | $13.0M | 1.4% | |
| Fidelity Mgmt Trust Co. Extended Market Index Fund | Common Collective Trusts | — | — | $6.5M | 0.7% | |
| Participants Participant Loans 4.25% to 9.50% Interest Rates - | Bonds / Notes | — | — | $3.9M | 0.4% | |
| Fidelity Mgmt Trust Co. Government Cash Reserve | Mutual Funds | — | — | $10K | <0.1% |
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 |
|---|---|---|---|---|---|
| FAEGRE BAKER DANIELS LLP | 41-0244008 | — | ATTORNEY | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROMANAGE | 76-0767808 | — | PARTY-IN-INTEREST | $183K | — |
