Original filing (PDF)20250722145121NAL0001451011001

ALLINA HEALTH SYSTEM

Name: ALLINA HEALTH SYSTEM — DEFINED BENEFIT PENSION PLAN OF COURAGE CENTER, Form 5500 (2024)
Creator: ALLINA HEALTH SYSTEM

Form 5500

FILING_RECEIVED

DEFINED BENEFIT PENSION PLAN OF COURAGE CENTER

Defined-benefit pension plan

Signals · 1

36% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$26.9M

Net assets (EOY)

$26.9M

How this plan invests

This plan

1 pooled trust

Schedule D

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLINA HEALTH SYSTEM.

Plan sponsor

Name

ALLINA HEALTH SYSTEM

EIN

36-3261413

Address

INTERNAL ZIP 10707 · PO BOX 1469 · MINNEAPOLIS, MN · 554401469

Phone

(612) 262-4688

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

012

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA LIFE INS CO	—	NEW YORK, NY	PARTY-IN INTEREST	$42K	—

Investments

9 direct securities · 1 pooled fund· $53.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$26.9M

1 holding

Uncategorized

$26.9M

9 holdings

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	SEPARATE ACCOUNT NUMBER 1 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$26.9M	100.0%
	Mutual of America Money Market Fund	—	—

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