Allina Health System, Minneapolis, MN. EIN 36-3261413. Annual reports 2009–2025. Also filed as Courage Center; Regina Medical Center; Regina Medical Cener.
Allina Health System has 4 active retirement plans on file. The largest is the Allina 401K Retirement Savings Plan, with 37,565 participants and $4.1 billion in assets in 2025. Fidelity has been its recordkeeper since 2009.
Allina Health System Internal Zip 10707, Po Box 1469 Minneapolis, MN 55440 (612) 262-4688As filed for 2025
In effect since
July 1, 1976
Earlier sponsor: Courage Center (2009–2012).
Earlier plan names: Employee Benefit Plan of Courage Center.
Year by year, 2009 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
706
$27.2 million
Mutual of America
2024
776
$26.9 million
Mutual of America
2023
794
$26.8 million
Mutual of America
2022
718
$26.2 million
Mutual of America
2021
730
$29.8 million
Mutual of America
2020
734
$29.9 million
Mutual of America
2019
734
$29.1 million
Mutual of America
2018
740
$27.4 million
Mutual of America
2017
743
$27.7 million
Mutual of America
2016
745
$26.3 million
not listed
2015
753
$25.1 million
not listed
2014
765
$25.0 million
not listed
2013
764
$23.6 million
not listed
2012
776
$19.8 million
not listed
2011
799
$18.0 million
not listed
2010
820
$17.8 million
not listed
2009
821
$15.6 million
not listed
Allina Health Pension Plan for Collectively Bargained Employees
Cash balance pensionActive
Active. The plan filed its annual report for the 2025 plan year.
Plan number
011Employer EIN 36-3261413
Participants (2025)
454
Net assets (2025)
$16.0 million
Plan administrator
Allina Health System Po Box 1469 Minneapolis, MN 55440 (612) 262-4688As filed for 2025
In effect since
January 1, 2013
Year by year, 2013 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
454
$16.0 million
not listed
2024
411
$15.8 million
not listed
2023
404
$14.7 million
not listed
2022
378
$12.7 million
not listed
2021
376
$15.6 million
not listed
2020
363
$15.1 million
not listed
2019
353
$13.9 million
not listed
2018
373
$12.8 million
not listed
2017
314
$12.4 million
not listed
2016
306
$11.3 million
not listed
2015
302
$10.4 million
not listed
2014
277
$9.3 million
not listed
2013
266
$8.8 million
not listed
Allina Pension Account Plan
Cash balance pensionClosedUnion (multiemployer)
Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.
Plan number
001Employer EIN 36-3261413
Participants (2013)
417
Net assets (2013)
$332,099
Plan administrator
Allina Health System Internal Zip 10707, Po Box 1469 Minneapolis, MN 55440 (612) 262-4688As filed for 2016
In effect since
January 1, 1988
Year by year, 2009 to 2016
Plan year
Participants
Net assets
Recordkeeper
2016
0
$0
not listed
2015
0
$25,955
not listed
2014
0
$37,178
not listed
2013
417
$332,099
not listed
2012
14,424
$471 million
not listed
2011
15,461
$460 million
not listed
2010
16,223
$416 million
not listed
2009
16,892
$327 million
not listed
Regina Medical Center Pension Plan
Money purchase pensionStopped filing
No annual report since the 2014 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Plan number
013Employer EIN 36-3261413
Participants (2014)
347
Net assets (2014)
$13.2 million
Recordkeeper
Trautmann, Maher and Assoc.2009–2014
Plan administrator
Allina Health System Internal Zip 10707, Po Box 1469 Minneapolis, MN 55440 (612) 262-4614As filed for 2014
In effect since
December 1, 1966
Earlier sponsor: Regina Medical Center (2009–2012).
Year by year, 2009 to 2014
Plan year
Participants
Net assets
Recordkeeper
2014
347
$13.2 million
Trautmann, Maher and Assoc.
2013
417
$17.5 million
Trautmann, Maher and Assoc.
2012
500
$17.3 million
Trautmann, Maher and Assoc.
2011
548
$17.0 million
Trautmann, Maher and Assoc.
2010
583
$19.0 million
Trautmann, Maher and Assoc.
2009
644
$17.9 million
Trautmann, Maher and Assoc.
Regina Medical Center Section 403(b) Plan
403(b)Closed
Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.
Plan number
014Employer EIN 36-3261413
Participants (2013)
708
Net assets (2013)
$22.3 million
Recordkeeper
Trautmann, Maher & Assoc.2010–2014
Plan administrator
Allina Health System Internal Zip 10707, Po Box 1469 Minneapolis, MN 55440 (612) 262-4614As filed for 2014
In effect since
May 1, 2005
Earlier sponsors: Regina Medical Cener (2009); Regina Medical Center (2010–2012).
Year by year, 2009 to 2014
Plan year
Participants
Net assets
Recordkeeper
2014
0
$0
Trautmann, Maher & Assoc.
2013
708
$22.3 million
Trautmann, Maher & Assoc.
2012
957
$19.1 million
Trautmann, Maher & Assoc.
2011
896
$16.1 million
Trautmann, Maher & Assoc.
2010
823
$14.7 million
Trautmann, Maher & Assoc.
2009
0
n/a
not listed
Cambridge Medical Center Employees Pension Plan
403(b)Closed
Closed. The plan filed its final annual report for 2010, which means its assets were paid out or moved and it no longer exists.
Plan number
006Employer EIN 36-3261413
Participants (2009)
173
Net assets (2009)
$3.1 million
Plan administrator
Allina Health System Po Box 1469 Minneapolis, MN 55440 (612) 262-4630As filed for 2010
In effect since
February 1, 1972
Year by year, 2009 to 2010
Plan year
Participants
Net assets
Recordkeeper
2010
0
$0
not listed
2009
173
$3.1 million
not listed
ST. Francis Regional Medical Center Employees Pension Plan
Money purchase pensionClosed
Closed. The plan filed its final annual report for 2010, which means its assets were paid out or moved and it no longer exists.
Plan number
003Employer EIN 36-3261413
Participants (2009)
133
Net assets (2009)
$3.3 million
Plan administrator
Allina Health System Po Box 1469 Minneapolis, MN 55440 (612) 262-4630As filed for 2010
In effect since
October 1, 1978
Year by year, 2009 to 2010
Plan year
Participants
Net assets
Recordkeeper
2010
0
$0
not listed
2009
133
$3.3 million
not listed
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Allina 401K Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((612) 262-4688). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.