Allina Health Pension Plan For Collectively Bargained Employees
Sponsored by Allina Health System · EIN 363261413 · Plan #011
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 341
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcgriff, A Marsh & Mclennan Company | Actuarial, Consulting (pension), Direct payment from the plan | $152,737 |
| Onedigital Investment Advisors Llc | Investment advisory (plan), Direct payment from the plan | $11,000 |
| Truist Bank (Fka Branch Banking) | Trustee (institutional), Direct payment from the plan | $9,500 |