Allina Health Pension Plan for Collectively Bargained Employees
Corporate pension, based in Minneapolis, Minnesota, reporting $16.0M in assets, for 411 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2025, Allina Health Pension Plan for Collectively Bargained Employees funded ratio 96.7% -> 107.9% (2024-01-01 to 2025-01-01).
3 more advisers and 5 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
7 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 10.4%
- Registered investment companies 89.6%
Consultants and advisers
- Onedigital Investment adviser (plan)through Dec 31, 2025 Form 5500
- Marsh & Mclennan Agency Actuarythrough Dec 31, 2025 Form 5500
- Mcgriff, a Marsh & Mclennan Compnay Actuarythrough Dec 31, 2025 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
What changed
- Jan 1, 2025Funded status changedAllina Health Pension Plan for Collectively Bargained Employees funded ratio 96.7% -> 107.9% (2024-01-01 to 2025-01-01)
- Dec 31, 2024Consultant changedinferenceResources Investment Advisors no longer appears on Allina Health Pension Plan for Collectively Bargained Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Onedigitalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMcgriff Insurance Services no longer appears on Allina Health Pension Plan for Collectively Bargained Employees's Schedule C as pension consultant (plan year 2024 vs 2023)with Mcgriff Insurance Servicesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMcgriff, a Marsh & Mclennan Company appears on Allina Health Pension Plan for Collectively Bargained Employees's Schedule C as pension consultant (plan year 2024 vs 2023)with Mcgriff, a Marsh & Mclennan Compnayaskebsa.dol.gov
- Jan 1, 2024Funded status changedAllina Health Pension Plan for Collectively Bargained Employees funded ratio 100.4% -> 96.7% (2023-01-01 to 2024-01-01)
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 411 | $15.8M | $14.4M | 107.9% | $16.0M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 423 | $14.7M | $14.7M | 96.7% | $15.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 394 | $12.7M | $13.9M | 100.4% | $14.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 376 | $15.6M | $13.0M | 119.8% | $12.7M | Not disclosed | Not disclosed | Not disclosed |
- Mcgriff, a Marsh & Mclennan Company codes 11 17 50 $112,353 PY2025
- Truist Bank (fka Branch Banking) codes 21 50 $11,204 PY2025
- Onedigital Investment Advisors LLC codes 27 50 $8,250 PY2025
+14 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2025-01-01source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+7 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+9 connections on the graph
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