Allete, Inc. & Affiliated Companies' EIN is 41-0418150.
Download the official 2024 Form 5500 (PDF) for Allete, Inc. & Affiliated Companies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allete, Inc. & Affiliated Companies' plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | INVESTMENT MANAGER | $674K | — |
| LOCKTON RETIREMENT SERVICES | 90-0007886 | — | INVESTMENT MANAGER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $420.3M | 99.6% | |
| ALLETE & AFFL. CO MASTER PENS TRUST ALLETE & AFFILIATED COMPANIES · EIN 41-0418150 / PN 004 | Master Trust | — | — | $420.3M | 99.6% |
| US BANK | 31-0841368 | — | TRUSTEE | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLETE INC. | 41-0418150 | — | CONTRACT ADMINISTRATOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REILLY, PENNER & BENTON LLP | 39-0747409 | — | AUDITOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY/HR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TELLUS HEALTH | 45-4303723 | — | PAYROLL/DATA SERVICES | $29K | — |
