2013-11-12T10:27:06-06:00 2012-12-31 990 2012-01-01 274116873 ALLINA ASSOCIATED FOUNDATION ALLI 6122620660 PO BOX 43 MR 10890 MINNEAPOLIS MN 554400043 LAURIE M LAFONTAINE 6122620660 2013-11-06 2012 2016-02-24 21:20:13Z DUKE ADAMSKI PO BOX 43 MR 10890 MINNEAPOLIS MN 554400043 5401023 0 X N/A X 2010 MN TO RAISE, STEWARD AND DISTRIBUTE PHILANTHROPIC FUNDS IN SUPPORT OF BUFFALO, CAMBRIDGE, NEW ULM, OWATONNA, AND RIVER FALLS AREA HOSPITALS AND ALLINA HEALTH HOME CARE SERVICES. 13 5 0 252 0 0 4310174 3797439 0 0 63452 25821 70994 96420 4444620 3919680 3870508 2206123 0 0 0 0 66132 58236 1190725 1411785 1649050 5348425 3913409 -903805 6271 4626779 3416880 1223619 4261 3403160 3412619 X THE MISSION OF ALLINA ASSOCIATED FOUNDATION IS TO DISTRIBUTE PHILANTHROPIC FUNDS IN SUPPORT OF BUFFALO, CAMBRIDGE, NEW ULM, OWATONNA, AND RIVER FALLS AREA HOSPITALS AND ALLINA HEALTH HOME CARE SERVICES PROGRAM. THE FOUNDATION IS A SEPARATE NOT-FOR-PROFIT ENTITY DEDICATED TO SUPPORTING THE HOSPITALS AND ALLINA HEALTH HOME CARE SERVICES PROGRAM AND IS GOVERNED BY A SEPARATE BOARD. 0 0 1509406 1509406 HOSPITAL AND MEDICAL CENTER CAPITAL EXPANSION : $1,509,406:IN 2012, ALLINA ASSOCIATED FOUNDATION PROVIDED $1,509,406 FOR CAPITAL EXPANSION PROJECTS FOR AREA HOSPITALS AND MEDICAL CENTERS AND FOR A TWELVE-BED RESIDENTIAL HOSPICE IN BROOKLYN PARK. THE FOLLOWING ARE EXAMPLES OF SOME OF THE 2012 CAPITAL GRANTS. J.A.WEDUM RESIDENTIAL HOSPICE - 2012 GRANT $928,840J.A. WEDUM RESIDENTIAL HOSPICE IS ENHANCING THE WAY ALLINA HOSPICE PROVIDES END-OF-LIFE CARE IN THIS REGION. BY PROVIDING AROUND-THE-CLOCK HOSPICE CARE, THE WISHES OF PATIENTS WHO WANT TO LIVE THE REMAINDER OF THEIR DAYS IN A HOME-LIKE SETTING ARE HONORED. THEIR LOVED ONES ARE OFFERED THE ABILITY TO STEP BACK FROM BEING THE CAREGIVER AND FOCUS ON WHAT REALLY MATTERS - BEING A FAMILY.CAMBRIDGE MEDICAL CENTER'S EMERGENCY DEPARTMENT- 2012 GRANT $375,733 IN SEPTEMBER 2012, A NEW EMERGENCY ROOM OPENED FOR PATIENT CARE. THE NEW SPACE INCLUDES 21 PRIVATE ROOMS, INCLUDING FOUR TRAUMA/CARDIAC ROOMS SPECIALLY DESIGNED FOR CRITICALLY ILL PATIENTS, A DECONTAMINATION ROOM , AND FOUR ROOMS FOR PATIENTS NEEDING A SAFE ENVIRONMENT. SPECIAL SPACES FOR FAMILIES ARE AVAILABLE AND THE ENTIRE FACILITY IS DESIGNED TO PROVIDE CARE IN A QUIET AND CALMING ENVIRONMENT. BUFFALO HOSPITAL'S WOMEN & CHILDREN'S CENTER - 2012 GRANT $84,502THIS BEAUTIFUL NEW CENTER WAS DESIGNED TO BE ENVIRONMENTALLY SAFE AND FRIENDLY WITH RECYCLED FLOORINGS, FABRICS, WALL COVERINGS AND WINDOW GLAZING TO REDUCE HEATING AND COOLING COSTS. IN ADDITION TO THE MODERN TECHNOLOGY FOR THE PHYSICIANS AND NURSES, THE BIRTH CENTER OFFERS NEW MOTHERS AND FAMILY MEMBERS A PRIVATE POST-PARTUM ROOM WITH A SOAKING TUB, WIRELESS INTERNET ACCESS, IPOD DOCKING STATION, SMALL PERSONAL REFRIGERATOR, A ROCKING CHAIR FOR NEW MOTHERS AND A BEAUTIFUL, LIGHT-FILLED SPACE WITH THE EQUIPMENT NEEDED FOR NEWBORN CARE. ALSO, A SPECIAL MUSIC SYSTEM WAS INSTALLED TO PLAY BEAUTIFUL LULLABY CHIMES THROUGHOUT THE HOSPITAL TO CELEBRATE THE BIRTH OF EACH NEW BABY. 477978 477978 HOSPITAL AND MEDICAL CENTER GENERAL OPERATIONS: $477,978 176704 176704 HOUSING/LIVING, MEDICAL, AND EDUCATIONAL ASSISTANCE TO CO-WORKERS AND PATIENTS - $176,704:THE FOLLOWING ARE SOME EXAMPLES OF HOSPITAL AND MEDICAL CENTER PROGRAMS SUPPORTING INDIVIDUAL PATIENTS AND EMPLOYEES. CAMBRIDGE MEDICAL CENTER'S "HOPE FUND" OFFERS EMERGENCY FINANCIAL ASSISTANCE TO HELP WITH EXPENSES DURING BREAST CANCER CARE AND TREATMENT. $24,988 IN ASSISTANCE WAS PROVIDED IN 2012.BUFFALO HOSPITAL'S "CARING FOR CO-WORKERS" PROVIDES CONFIDENTIAL EMERGENCY ASSISTANCE TO HOSPITAL EMPLOYEES WHO SUFFER SUDDEN ECONOMIC HARDSHIP AND ARE STRUGGLING TO PAY MEDICAL BILLS, RENT AND OTHER EVERYDAY EXPENSES. $18,760 IN ASSISTANCE WAS PROVIDED IN 2012.$73,141 IN ASSISTANCE WAS PROVIDED IN 2012 TO PAY MEDICAL BILLS FOR OWATONNA HOSPITAL HOSPICE PATIENTS AND WEDUM PATIENT BILLS.HOSPICE'S "TENDER LOVING CARE" PROGRAM PROVIDES ASSISTANCE TO HOSPICE PATIENTS WHO ARE EXPERIENCING FINANCIAL HARDSHIPS. $22,735 IN ASSISTANCE WAS PROVIDED IN 2012 TO ASSIST WITH HOUSING AND LIVING COSTS ,MEDICAL AND FUNERAL COSTS. 42035 42035 $42,035 IN EXTERNAL GRANTS WERE PROVIDED IN 2012. THE FOLLOWING ARE SOME EXAMPLES OF EXTERNAL PROGRAMS SUPPORTED IN 2012: $27,204 WAS PROVIDED TO THE "FREE CLINIC OF PIERCE AND ST. CROIX COUNTIES." GRANTS WERE GIVEN TO SUPPORT GENERAL CLINIC OPERATIONS. SINCE 2007, THE CLINIC HAS BEEN PROVIDING FREE PRIMARY HEALTH CARE TO LOW-INCOME, UNINSURED RESIDENTS OF PIERCE AND ST. CROIX COUNTIES IN WESTERN WISCONSIN.$13,550 WAS GIVEN TO "BUFFALO CLINIC" IN 2012 BY BUFFALO HOSPITAL. A GRANT IN THE AMOUNT OF $10,000 WAS GIVEN TO SUPPORT BUFFALO CLINIC'S STUDY THAT WILL BE USED TO GAUGE THE IMPORTANCE OF A CENTRALIZED MEDICAL RECORD FOR RECORDING MAMMOGRAMS AND ENSURING FOLLOW-UP APPOINTMENTS ARE MADE. THE STUDY WILL ALSO ASSIST IN GATHERING FEEDBACK ON THE BARRIERS TO WOMEN GETTING THEIR MAMMOGRAMS COMPLETED IN A TIMELY MANNER . ANOTHER GRANT IN THE AMOUNT OF $3,550 WILL BE USED TO SUPPORT ANOTHER STUDY THAT WILL BE USED TO INCREASE THE NUMBER OF COLONOSCOPIES AND ENSURE FOLLOW-UP. 42035 42035 2206123 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 X 13 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN WI X TAX SERVICES MR 10890 6122620660 2925 CHICAGO AVENUE MINNEAPOLIS MN 554071321 DUKE ADAMSKI 2.00 40.00 X X 0 407026 81486 DAVID ALBRECHT 2.00 40.00 X 0 235904 55161 KATHLEEN BACKER 2.00 0.00 X 0 0 0 MICHAEL BARTZ 2.00 40.00 X 0 105198 15063 JASON BRADSHAW 2.00 0.00 X 0 0 0 DENNIS DORAN 2.00 40.00 X 0 500359 64165 MATT DRAWZ 2.00 0.00 X 0 0 0 TOBY FREIER 2.00 40.00 X 0 254094 56182 PATRICIA HACKMAN 2.00 40.00 X 0 46538 25483 CHRISTINE MILLER 2.00 0.00 X 0 0 0 DAVID MILLER 2.00 40.00 X 0 369255 69681 JENNIFER MYSTER 2.00 40.00 X 0 344721 55808 JENNIFER O'NEILL 2.00 0.00 X 0 0 0 DOUG RUTH 2.00 0.00 X 0 0 0 DUNCAN GALLAGHER 2.00 40.00 X 0 1019396 359254 S DOUGLAS HUTCHINGS 0.00 40.00 X 0 306280 53604 RICHARD MEYER 0.00 40.00 X 0 352500 67419 0 3941271 903306 0 1 1 0 0 35464 223902 1716812 1821261 34314 3797439 50548 50548 1390840 1415567 -24727 -24727 -24727 160786 223902 65776 95010 95010 SALE OF BRACELETS 900099 1410 1410 1410 3919680 0 0 122241 2029419 2029419 176704 176704 8999 2673 6326 58236 58236 2389 628 1761 105073 39557 65516 12408 3238 9170 50203 16677 33526 3452 1795 1657 STAFF SERVICES 862941 246623 616318 PURCH SVCS-AFFILIATES 533296 175921 357375 OTHER PURCH. SERVICES 38248 17305 20943 COMMUNITY OUTREACH 5129 2422 2707 26912 9722 17190 3913409 2206123 516561 1190725 646806 502675 2000 2000 3977973 2857655 0 54550 4626779 3416880 1223619 4261 1223619 4261 X 1086920 1120382 2316240 2292237 3403160 3412619 4626779 3416880 6271 3188 0 X X 0 1 X 1 0 X X X 0 0 0 ALLINA HEALTH SYS 363261413 3 1 1 1 1987384 1 1987384 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CASH EQUIVALENTS 269215 F FIXED INCOME SECURITIES 2588440 F 2857655 CHAR GIFT ANNUITY OBLIG 4261 4261 X 3922868 3188 3188 3919680 0 3919680 3913409 0 3913409 0 3913409 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: "ALLINA ASSOCIATED FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THEREFORE, CHARITABLE CONTRIBUTIONS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX FILING THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS GUIDANCE HAD NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S TAX FILINGS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. THE FILINGS FOR THE YEARS ENDING 2011 AND 2012 WILL BE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES." X X X X X X X 1 RUFFALOCODY 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 TELEFUNDRAISING 0 44918 58236 -13318 44918 58236 -13318 MN WI 2012 HOSPICE GALA 142786 83404 59382 3945 25713 230 3577 2012 RIVER FALLS FLING 66832 53299 13533 1500 7435 5000 377 6 175070 87199 87871 450 9193 2500 5856 384688 223902 160786 5895 42341 7730 9810 65776 95010 1 ALLINA HEALTH SYSTEM (DBA BUFFALO HOSPITAL) 2925 CHICAGO AVENUE MINNEAPOLIS MN 55407 363261413 170(B)(1)(A)(III) 162918 WOMENS & CHILDRENS CENTER AND GENERAL OPERATIONS BUFFALO HOSPITAL ALLINA HEALTH SYSTEM (DBA CAMBRIDGE MEDICAL CENTER) 2925 CHICAGO AVENUE MINNEAPOLIS MN 55407 363261413 170(B)(1)(A)(III) 423598 CAMBRIDGE EMERGENCY DEPARTMENT AND GENERAL OPERATIONS CAMBRIDGE MEDICAL CENTER ALLINA HEALTH SYSTEM ( DBA NEW ULM MEDICAL CENTER ) 2925 CHICAGO AVENUE MINNEAPOLIS MN 55407 363261413 170(B)(1)(A)(III) 163250 NEW ULM CANCER CENTER AND GENERAL OPERATIONS NEW ULM MEDICAL CENTER ALLINA HEALTH SYSTEM (DBA OWATONNA HOSPITAL) 2925 CHICAGO AVENUE MINNEAPOLIS MN 55407 363261413 170(B)(1)(A)(III) 10337 GENERAL OPERATIONS OWATONNA HOSPITAL ALLINA HEALTH SYSTEM (DBA RIVER FALLS AREA HOSPITAL) 2925 CHICAGO AVENUE MINNEAPOLIS MN 55407 363261413 170(B)(1)(A)(III) 125467 RIVER FALLS BIRTH CENTER AND GENERAL OPERATIONS RIVER FALLS AREA HOSPITAL ALLINA HEALTH SYSTEM (DBA ALLINA HOME AND COMMUNITY SERVICES) 2925 CHICAGO AVENUE MINNEAPOLIS MN 55407 363261413 170(B)(1)(A)(III) 1101814 RESIDENTIAL HOSPICE BLDG, INTEGRATIVE THERAPIES AND GENERAL OPERATIONS FREE CLINIC OF PIERCE AND ST CROIX COUNTIES PO BOX 745 RIVER FALLS WI 54022 205892220 170(B)(1)(A)(III) 27204 LAB AND RADIOLOGY SERVICES & GENERAL CLINIC OPERATIONS BUFFALO CLINIC 1700 HIGHWAY 25 NORTH BUFFALO MN 55313 411227920 13550 COLON CANCER SCREENING AND MAMMOGRAPHY SCREENING 2 1 HOUSING AND LIVING ASSISTANCE 190 75909 MEDICAL / PATIENT CARE 72 87545 RESEARCH AND EDUCATION 22 11000 FUNERAL 5 2250 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALLINA ASSOCIATED FOUNDATION STRICTLY MONITORS GRANT FUNDS TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER AND INTENDED PURPOSES AND ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE. THE ORGANIZATION HAS A PROCESS THAT INCLUDES A WRITTEN APPLICATION REQUIRING SUPPORTING DOCUMENTATION AND SUBSTANTIATION PRIOR TO A GRANT BEING APPROVED AND DISBURSED. IN ADDITION AND DEPENDING ON THE FACTS AND CIRCUMSTANCE OF THE GRANT, THE ORGANIZATION EMPLOYS VARIOUS METHODS TO ENSURE PROPER AND INTENDED USE SUCH AS: PERIODIC REPORTING TO THE ORGANIZATION, FIELD INVESTIGATIONS, CONTRACTS WITH REPAYMENT CLAUSES, REQUIRING ADDITIONAL SUBSTANTIATION AND DOCUMENTATION NOT AVAILABLE AT THE TIME OF THE GRANT, PAYING THIRD PARTIES DIRECTLY ON BEHALF OF THE GRANTEE ORGANIZATION, AND OTHER METHODS AS APPROPRIATE AND WARRANTED. 0 1 0 0 0 0 1 0 1 1 DUKE ADAMSKI 0 252807 0 88524 0 65695 0 71471 0 10015 0 488512 0 0 DAVID ALBRECHT 0 162359 0 61910 0 11635 0 31851 0 23310 0 291065 0 0 DENNIS DORAN 0 237990 0 96936 0 165433 0 53823 0 10342 0 564524 0 0 TOBY FREIER 0 172852 0 64543 0 16699 0 33782 0 22400 0 310276 0 0 DAVID MILLER 0 217850 0 82434 0 68971 0 61866 0 7815 0 438936 0 0 JENNIFER MYSTER 0 202767 0 82044 0 59910 0 39865 0 15943 0 400529 0 0 DUNCAN GALLAGHER 0 569104 0 261876 0 188416 0 329168 0 30086 0 1378650 0 0 S DOUGLAS HUTCHINGS 0 194251 0 77211 0 34818 0 22895 0 30709 0 359884 0 0 RICHARD MEYER 0 217744 0 79029 0 55727 0 41586 0 25833 0 419919 0 0 PART I, LINE 4B DUKE ADAMSKI - $25,236; DENNIS DORAN - $28,404; DAVID MILLER - $26,505; JENNIFER MYSTER - $26,606; RICHARD MEYER - $24,107; DUNCAN GALLAHER - $81,896 PART I, LINE 6 MANAGEMENT INCENTIVE PLAN ALLINA PROVIDES AN ANNUAL INCENTIVE COMPENSATION OPPORTUNITY TO MOST MANAGERS, SOME HIGH-LEVEL INDIVIDUAL CONTRIBUTORS AND EXECUTIVES. UNDER THIS PLAN, THE TARGET AWARD IS EXPRESSED AS A FUNCTION THE PARTICIPANT'S SALARY PAID DURING THE CALENDAR YEAR AND REQUIRES AT LEAST FOUR MONTHS OF SERVICE IN AN ELIGIBLE POSITION DURING THE YEAR. ACTUAL AWARDS CAN RANGE FROM 0% TO 150% OF THE TARGET AWARD, BASED ON ALLINA PERFORMANCE OVER THE CALENDAR YEAR. PERFORMANCE MEASURES INCLUDE FINANCIAL PERFORMANCE, SERVICE QUALITY, PATIENT SATISFACTION, PATIENT SAFETY AND COMMUNITY SERVICE. NO AWARDS ARE PROVIDED UNLESS THRESHOLD FINANCIAL PERFORMANCE IS ACHIEVED. PARTICIPANTS WHO HAVE LEFT EMPLOYMENT PRIOR TO THE END OF THE YEAR AS THE RESULT OF VOLUNTARY TERMINATION OR TERMINATION FOR POOR PERFORMANCE ARE NOT ELIGIBLE FOR AN AWARD. PART I, LINE 8 CERTAIN AMOUNTS REPORTED ON FORM 990, PART VII WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATION SECTION 53.4958-4(A)(3). FROM TIME TO TIME, ALLINA HEALTH SYSTEM ENTERS INTO CONTRACTUAL ARRANGEMENTS THAT MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION BASED ON THE TERMS AND UNDERSTANDINGS OF THE CONTRACTUAL AGREEMENTS. SUPPLEMENTAL INFORMATION PART III ADDITIONAL COMPENSATION DISCLOSURE: PAID TIME-OFF ["PTO"] PLAN CHANGE & ACCRUED BALANCE PAYOUT IN DECEMBER 2012, ALLINA HEALTH SYSTEM AND ITS RELATED ORGANIZATIONS CHANGED THE PAID TIME-OFF PLAN FOR CERTAIN MANAGEMENT AND EXECUTIVE LEVEL EMPLOYEES. THE PTO PLAN CHANGED FROM AN ACCRUAL OF PTO HOURS SUBJECT TO A MAXIMUM YEAR TO YEAR ACCRUED BALANCE CARRYOVER TO A DISCRETIONARY TIME AWAY FROM WORK POLICY WITH NO ACCRUAL, CARRYOVER OR PAYOUT PROVISIONS. IN CONJUNCTION WITH THE PTO PLAN CHANGE, ALLINA PAID A LUMP SUM DISTRIBUTION TO EACH AFFECTED EMPLOYEE EQUAL TO THE VALUE OF THE EMPLOYEE'S ACCRUED PTO BALANCE. THE PAYOUT OF ACCRUED PTO IS REFLECTED IN SCHEDULE J, PART II, COLUMN B (III) AS OTHER REPORTABLE COMPENSATION. DEFERRED COMPENSATION PLANS: TERMS AND CONDITIONS EXECUTIVE MUTUAL FUND ACCOUNT PLAN PHYSICIAN MUTUAL FUND ACCOUNT PLAN THESE ACCOUNTS GIVE THE PARTICIPANT THE OPPORTUNITY FOR CAPITAL ACCUMULATION NOT FULLY AVAILABLE TO THEM THROUGH SOCIAL SECURITY OR THE GENERAL EMPLOYEE RETIREMENT PLANS BECAUSE OF MAXIMUMS PLACED ON COMPENSATION THAT CAN BE RECOGNIZED UNDER FEDERAL LAW FOR PURPOSES OF CONTRIBUTIONS. THEY ALSO SERVE AS AN IMPORTANT NON-COMPETE INCENTIVE TO PARTICIPANTS. PRIOR TO THE YEAR IN WHICH CONTRIBUTIONS ARE MADE, THE PARTICIPANT MUST DESIGNATE A VESTING/PAYOUT DATE CONSISTENT WITH THE CONSTRAINTS OF THE PLANS AND FEDERAL DEFERRED COMPENSATION REGULATIONS. AFTER THE CONTRIBUTIONS ARE MADE, THE PARTICIPANT HAS A ONE-TIME LIMITED OPPORTUNITY TO EXTEND THE ELECTED PAYMENT DATE FOR AT LEAST FIVE YEARS. ONCE THE VESTING/PAYOUT DATE HAS BEEN REACHED, ALLINA WILL WITHHOLD THE APPROPRIATE TAXES AND THE BALANCE WILL BE PAID TO THE PARTICIPANT ON THEIR PAYCHECK AS SOON AS ADMINISTRATIVELY FEASIBLE. IF THE PARTICIPANT TERMINATES EMPLOYMENT VOLUNTARILY BEFORE AN AMOUNT IS PAID, PAYMENT WILL BE SUBJECT TO THE PARTICIPANT'S COMPLIANCE WITH A NON-COMPETE AGREEMENT WITH ALLINA FOR TWO YEARS AFTER TERMINATION. THE PARTICIPANT MAY ELECT FROM AMONG INVESTMENT ALTERNATIVES THAT ARE SIMILAR TO THOSE AVAILABLE IN THE RETIREMENT SAVINGS PLAN. UNLIKE THE RETIREMENT SAVINGS PLAN, THE PARTICIPANT HAS THE STATUS AN UNSECURED CREDITOR OF ALLINA AND WILL NOT HAVE A PREFERRED CLAIM TO PAYMENT IN THE CASE OF THE COMPANYS INABILITY TO PAY. HOWEVER, THE COMPANY DOES SET ASIDE ASSETS FOR ITS OBLIGATIONS BY ACTUALLY INVESTING THE PROMISED ASSETS CONSISTENT WITH PARTICIPANT ELECTIONS. ALLINA SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ELIGIBLE ALLINA EXECUTIVES PARTICIPATE IN A DEFINED CONTRIBUTION SERP. EMPLOYER CREDITS ARE MADE EACH YEAR TO THEIR SERP BALANCE ACCORDING TO THE FOLLOWING SCHEDULE: EXECUTIVE YEARS OF SERVICE CONTRIBUTION AS A % OF PENSIONABLE EARNINGS 0-5 YEARS 2.75% 6-10 YEARS 3.5% 11+ YEARS 4.75% EXECUTIVES ARE ALSO CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE PENSION ACCOUNT PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE PENSION ACCOUNT PLAN CREDITING RATE AS DECLARED BY ALLINA. THE CURRENT RATE IS 4%. THE PARTICIPANT VESTS AFTER THREE YEARS OF EXECUTIVE SERVICE PROVIDED THAT IF THE PARTICIPANT TERMINATES EMPLOYMENT WITH ALLINA PRIOR TO AGE 65 FOR ANY REASON OTHER THAN ELIMINATION OF POSITION, THE PARTICIPANT MUST FULFILL THE TERMS OF A COVENANT NOT TO COMPETE. BENEFITS ARE PAID AS A SINGLE LUMP-SUM AMOUNT UPON AGE 65 RETIREMENT OR JOB POSITION ELIMINATION. IN THE CASE OF OTHER VOLUNTARY TERMINATIONS, PAYMENT IS DELAYED UNTIL COMPLETION OF THE TWO-YEAR NON-COMPETE PERIOD. THE SERP IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. THIS PLAN WAS AMENDED EFFECTIVE DECEMBER 31, 2008, SUCH THAT NO FUTURE BENEFITS ACCRUE FOR SERVICE AFTER THAT DATE. ALLINA EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN (SERP) ELIGIBLE ALLINA EXECUTIVES PARTICIPATE IN A DEFERRED COMPENSATION SERP. EXECUTIVES ARE CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE ALLINA RETIREMENT SAVINGS PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. EMPLOYER CREDITS ARE MADE EACH YEAR TO THEIR SERP BALANCE ACCORDING TO THE FOLLOWING SCHEDULE AS OF THE END OF THE PLAN YEAR: PARTICIPANT'S YEARS OF VESTING SERVICE APPLICABLE PERCENTAGE LESS THAN 1 0% 1-5 5.0% 6-10 5.5% 11-15 6.0% 16 OR MORE 6.5% DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE INVESTMENT OPTIONS SELECTED BY THE PARTICIPANT WHICH ARE THE SAME OPTIONS AVAILABLE UNDER THE QUALIFIED PLAN. A PARTICIPANT WHO HAS COMPLETED AT LEAST TWO YEARS OF SERVICE BECOMES VESTED IN THE PORTION OF HIS OR HER SERP ACCOUNT ATTRIBUTABLE TO THE ANNUAL SERP CREDIT FOR A PARTICULAR YEAR AS OF JANUARY 15 OF THE YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE ANNUAL SERP CREDIT IS EARNED. IN THE EVENT OF TERMINATION (OTHER THAN BECAUSE OF DEATH) PRIOR TO AGE 67, THE DISTRIBUTION DATE SHALL BE AS SOON AS ADMINISTRATIVELY POSSIBLE AFTER TERMINATION IN THE FORM OF A LUMP SUM PAYMENT. THE SERP IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. THIS PLAN WAS EFFECTIVE JANUARY 1, 2009. ALLINA EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN ELIGIBLE ALLINA EXECUTIVES PARTICIPATE IN A DEFERRED COMPENSATION RETIREMENT PLAN. EXECUTIVES ARE CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE ALLINA RETIREMENT SAVINGS PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. EMPLOYER CREDITS ARE MADE EACH YEAR TO THEIR ACCOUNT BALANCE ACCORDING TO THE FOLLOWING SCHEDULE AS OF THE END OF THE PLAN YEAR: PARTICIPANT'S YEARS OF VESTING SERVICE APPLICABLE PERCENTAGE LESS THAN 1 0% 1-5 5.0% 6-10 5.5% 11-15 6.0% 16 OR MORE 6.5% DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE INVESTMENT OPTIONS SELECTED BY THE PARTICIPANT WHICH ARE THE SAME OPTIONS AVAILABLE UNDER THE QUALIFIED PLAN. A PARTICIPANT WHO HAS COMPLETED AT LEAST TWO YEARS OF SERVICE BECOMES VESTED IN THE PORTION OF HIS OR HER ACCOUNT ATTRIBUTABLE TO THE ANNUAL CREDIT FOR A PARTICULAR YEAR AS OF JANUARY 15 OF THE YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE ANNUAL CREDIT IS EARNED. IN THE EVENT OF TERMINATION (OTHER THAN BECAUSE OF DEATH) PRIOR TO AGE 67, THE DISTRIBUTION DATE SHALL BE AS SOON AS ADMINISTRATIVELY POSSIBLE AFTER TERMINATION IN THE FORM OF A LUMP SUM PAYMENT. THE PLAN IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. THIS PLAN WAS EFFECTIVE JANUARY 1, 2009. EXECUTIVE SEVERANCE PLAN ALLINA PROVIDES SALARY CONTINUATION FOR EXECUTIVES WHOSE EMPLOYMENT HAS BEEN INVOLUNTARILY TERMINATED FOR REASONS OTHER THAN CAUSE OR POOR PERFORMANCE. THE LENGTH OF THE SEVERANCE PAY PERIOD IS DEFINED BY THE PLAN AND DEPENDS ON THE LEVEL OF THE EXECUTIVE POSITION. UNDER THE PLAN THE SEVERED EXECUTIVE ALSO COULD CONTINUE CERTAIN BENEFITS FOR A LIMITED PERIOD OF TIME. IN 2009 THE PLAN WAS AMENDED TO FURTHER RESTRICT SEVERANCE BENEFITS IN THE CASE THAT THE EXECUTIVE OBTAINS OTHER EMPLOYMENT DURING THE SEVERANCE PERIOD. X 6 34314 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: ALLINA ASSOCIATED FOUNDATION MAY, FROM TIME TO TIME AND IN THE ORDINARY COURSE OF ITS CHARITABLE ACTIVITIES, ACCEPT NONCASH CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. ALLINA ASSOCIATED FOUNDATION USES THIRD PARTIES, SUCH AS SECURITIES BROKERAGE FIRMS, TO LIQUIDATE THE PUBLICLY TRADED SECURITIES TO CASH ON THE OPEN SECURITIES MARKET. THE SALE OF PUBLICLY TRADED SECURITIES ARE GENERALLY SUBJECT TO MARKET RATE BROKERAGE COMMISSIONS AND FEES OF THE THIRD PARTY SECURITIES BROKER. ALLINA ASSOCIATED FOUNDATION CASH AND INVESTMENTS ARE POOLED WITH ITS SOLE MEMBER ORGANIZATION, ALLINA HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 ALLINA HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER ORGANIZATION OF ALLINA ASSOCIATED FOUNDATION. ALLINA ASSOCIATED FOUNDATION IS THE SUPPORTING ORGANIZATION AND ALLINA HEALTH SYSTEM IS THE SUPPORTED ORGANIZATION. SEE SCHEDULE A AND SCHEDULE R FOR FURTHER DETAILS. ALLINA HEALTH SYSTEM PROVIDES ALLINA ASSOCIATED FOUNDATION WITH ADMINISTRATIVE AND STAFF SERVICES AT NO COST. THE VALUE OF THE SERVICES PROVIDED BY ALLINA HEALTH SYSTEM TO ALLINA ASSOCIATED FOUNDATION DURING 2012 WERE ESTIMATED AT $1,639,413 AND HAVE BEEN RECORDED AS CONTRIBUTION REVENUE FROM A RELATED ORGANIZATION IN THE STATEMENT OF REVENUE AND AS ADMINISTRATIVE AND FUNDRAISING EXPENSES IN THE STATEMENT OF FUNCTIONAL EXPENSES. ALLINA ASSOCIATED FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. COMPENSATION DISCLOSED AS PAID BY A RELATED ORGANIZATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE CORPORATE MEMBER ORGANIZATION, ALLINA HEALTH SYSTEM HOLDS CERTAIN RESERVED POWERS OVER ALLINA ASSOCIATED FOUNDATION. THE RESERVED POWERS ARE FULLY DESCRIBED IN ALLINA ASSOCIATED FOUNDATION'S GOVERNING DOCUMENTS AND INCLUDE SUCH POWERS AS ELECTION AND APPROVAL OF DIRECTORS, FINAL APPROVAL OF AMENDMENTS TO ARTICLES OF INCORPORATION OR BYLAWS, APPROVAL OF STRATEGIC PLANS AND CAPITAL AND OPERATING BUDGETS, APPROVAL OF PLANS OF MERGER OR CONSOLIDATION, APPROVAL OF INCURRENCE OF DEBT OR EXPENDITURES IN EXCESS OF CERTAIN AMOUNTS, AND VARIOUS OTHER RESERVED POWERS AS DESCRIBED THEREIN. FORM 990, PART VI, SECTION A, LINE 7B SEE THE EXPLANATION IN SCHEDULE O FOR FORM 990, PART VI, SECTION A, LINE 7A FORM 990, PART VI, SECTION B, LINE 11 ALLINA ASSOCIATED FOUNDATION'S FORM 990 WAS PREPARED BY THE TAX SERVICES FUNCTION OF ALLINA HEALTH SYSTEM, ALLINA ASSOCIATED FOUNDATION'S SOLE CORPORATE MEMBER AND SUPPORTED ORGANIZATION. THE FORM 990 FILING WAS SUBJECTED TO A RIGOROUS REVIEW PROCESS BY ALLINA'S TAX MANAGER AND TAX DIRECTOR. ALLINA'S VICE PRESIDENT OF FINANCE & TREASURY ALSO PERFORMED AN EXECUTIVE REVIEW OF THE FORM 990. AFTER THE MANAGEMENT REVIEW PROCESS DESCRIBED ABOVE WAS COMPLETED, THE FINAL FORM 990, AS ULTIMATELY FILED WITH THE INTERNAL REVENUE SERVICE ["IRS"], WAS PROVIDED TO EACH VOTING MEMBER OF ALLINA ASSOCIATED FOUNDATION'S BOARD OF DIRECTORS. AN ALLINA ASSOCIATED FOUNDATION BOARD OF DIRECTORS MEETING WAS HELD ON OCTOBER 22,2013 TO REVIEW AND DISCUSS THE FORM 990 FILING. ALLINA ASSOCIATED FOUNDATION'S BOARD OF DIRECTORS VOTED ON AND APPROVED A RESOLUTION APPROVING THE FORM 990, THE MINNESOTA CHARITABLE ORGANIZATION ANNUAL REPORT TO BE FILED WITH THE MINNESOTA ATTORNEY GENERAL, AND THE WISCONSIN CHARITABLE ORGANIZATION ANNUAL REPORT TO BE FILED WITH THE WISCONSIN DEPARTMENT OF SAFETY AND PROFESSIONAL SERVICES. THE BOARD OF DIRECTORS RESOLUTION ALSO DIRECTED OFFICERS TO FILE THE FORM 990 WITH THE IRS, THE CHARITABLE ANNUAL REPORT WITH THE CHARITIES DIVISION OF THE OFFICE OF THE MINNESOTA ATTORNEY GENERAL, AND THE WISCONSIN CHARITABLE ORGANIZATION ANNUAL REPORT WITH THE WISCONSIN DEPARTMENT OF SAFETY AND PROFESSIONAL SERVICES. THE ABOVE STATED REVIEW AND APPROVAL PROCESS OCCURRED PRIOR TO FILING ALLINA ASSOCIATED FOUNDATION'S FORM 990 WITH THE IRS, MINNESOTA CHARITABLE ORGANIZATION ANNUAL REPORT WITH THE MINNESOTA ATTORNEY GENERAL, AND WISCONSIN CHARITABLE ORGANIZATION ANNUAL REPORT WITH THE WISCONSIN DEPARTMENT OF SAFETY AND PROFESSIONAL SERVICES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS SEVERAL METHODS OF MONITORING AND ENFORCING COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FIRST , THE ORGANIZATION REGULARLY DISTRIBUTES CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES TO ITS OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THESE INDIVIDUALS ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS, INCLUDING ANY FAMILY OR BUSINESS RELATIONSHIP. SECOND, THE GENERAL COUNSEL'S OFFICE ANNUALLY DELIVERS A REPORT TO ALLINA'S BOARD OF DIRECTORS WHICH INCLUDES, AMONG OTHER THINGS, THE RESULTS OF THE CONFLICT OF INTEREST QUESTIONNAIRE, AN ANALYSIS OF POTENTIAL CONFLICTS, AND GUIDANCE FOR SATISFACTORILY RESOLVING CONFLICTS. THIRD, THE ORGANIZATION UNDERTAKES MANDATORY COMPLIANCE TRAINING OF ALL ITS EMPLOYEES WHICH INCLUDES TRAINING ON CONFLICTS OF INTEREST. FOURTH, ALL EMPLOYEES RECEIVE, AND ARE EXPECTED TO CONDUCT THEMSELVES IN ACCORDANCE WITH ALLINA'S CODE OF CONDUCT. THE CODE OF CONDUCT CONTAINS EDUCATIONAL MATERIALS AND GUIDANCE TO RESOLVE POTENTIAL CONFLICTS OF INTEREST. FIFTH, ALLINA MAINTAINS A CORPORATE INTEGRITY HOTLINE, A CONFIDENTIAL 24 HOUR EXTERNAL RESOURCE TO HELP ANSWER QUESTIONS RELATED TO ETHICAL BUSINESS CONDUCT. ALL CALLS TO THE INTEGRITY LINE ARE KEPT CONFIDENTIAL. FORM 990, PART VI, SECTION B, LINE 15 ALLINA ASSOCIATED FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ANY COMPENSATION DISCLOSED AS PAID BY A RELATED ORGANIZATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATION. THEREFORE, PART VI, SECTION B, LINE 15A AND LINE 15B ARE NOT APPLICABLE TO ALLINA ASSOCIATED FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 ALLINA ASSOCIATED FOUNDATION MAKES ITS FORM 990, FORM 1023, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. TO ARRANGE AN INSPECTION OR RECEIVE A COPY, PLEASE CONTACT THE FOLLOWING: ALLINA ASSOCIATED FOUNDATION TAX SERVICES MAIL ROUTE 10890 P.O. BOX 43 MINNEAPOLIS, MN 55407-0043 TELEPHONE: 612-262-0660 PHYSICAL ADDRESS: 2925 CHICAGO AVENUE MINNEAPOLIS, MN 55407-1321 THE FORM 990 AND FORM 1023 ARE ALSO AVAILABLE DIRECTLY FROM THE INTERNAL REVENUE SERVICE. THE FORM 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE FROM THE CHARITIES DIVISION OF THE OFFICE OF THE MINNESOTA ATTORNEY GENERAL. FORM 990, PART XII, LINE 2C: THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. ABBOTT NORTHWESTERN HOSPITAL FOUNDATION PO BOX 43 MINNEAPOLIS MN 554400043 043643816 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 11A, I ALLINA HEALTH SYSTEM 0 MERCY & UNITY HOSPITALS FOUNDATION PO BOX 43 MINNEAPOLIS MN 554400043 300086426 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 11A, I ALLINA HEALTH SYSTEM 0 PHILLIPS EYE INSTITUTE FOUNDATION PO BOX 43 MINNEAPOLIS MN 554400043 411613017 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 11A, I ALLINA HEALTH SYSTEM 0 SISTER KENNY FOUNDATION PO BOX 43 MINNEAPOLIS MN 554400043 411952989 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 11A, I ALLINA HEALTH SYSTEM 0 UNITED HOSPITAL FOUNDATION PO BOX 43 MINNEAPOLIS MN 554400043 237420998 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 11A, I ALLINA HEALTH SYSTEM 0 CENTER FOR HEALTHCARE INNOVATION FOUNDATION PO BOX 43 MINNEAPOLIS MN 554400043 263553868 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 11A, I ALLINA HEALTH SYSTEM 0 ALLINA HEALTH SYSTEM PO BOX 43 MINNEAPOLIS MN 554400043 363261413 HEALTHCARE SERVICES MN 501(C)(3) LINE 3 0 ASPEN ASSET CORPORATION PO BOX 43 MINNEAPOLIS MN 554400043 411788674 HOLDING TITLE TO PROPERTY MN 501(C)(2) ALLINA HEALTH SYSTEM 0 ASPEN MEDICAL GROUP PO BOX 43 MINNEAPOLIS MN 554400043 411452624 HEALTHCARE SERVICES MN 501(C)(4) ALLINA HEALTH SYSTEM 0 ALLINA INTEGRATED MEDICAL NETWORK PO BOX 43 MINNEAPOLIS MN 554400043 275129095 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 11A, I ALLINA HEALTH SYSTEM 0 UNITED AND CHILDRENS AMBULATORY SURGERY CENTER ASSOCIATION 310 NORTH SMITH AVENUE ST PAUL MN 55102 411694626 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 11A, I N/A 0 MBP FACILITY LLC PO BOX 43 MINNEAPOLIS MN 554400043 454078371 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 11A, I N/A 0 WESTHEALTH INC PO BOX 43 MINNEAPOLIS MN 554400043 411768814 HEALTHCARE SERVICES MN 501(C)(3) LINE 3 ALLINA HEALTH SYSTEM 0 APPLE VALLEY BUILDING ASSOCIATES LLC 14655 GALAXIE AVENUE S APPLE VALLEY MN 55124 411677072 RENTAL REAL ESTATE MN N/A METROPOLITAN INTEGRATED CANCER CARE LLC ONE POST STREET 35TH FLOOR SAN FRANCISCO CA 94104 205068485 RADIOLOGY DE N/A SOUTHWEST SURGICAL CENTER LLC PO BOX 43 MINNEAPOLIS MN 554400043 412013700 SURGICAL SERVICES MN N/A MAGNETO LEASING LLC PO BOX 43 MINNEAPOLIS MN 554400043 201582501 RENTAL EQUIPMENT MN N/A WEST SUBURBAN HEALTH CAMPUS PO BOX 43 MINNEAPOLIS MN 554400043 411730888 RENTAL REAL ESTATE MN N/A ASPEN SLEEP CENTER 1010 BANDANA BOULEVARD WEST ST PAUL MN 55108 261850227 HEALTHCARE SERVICES MN N/A GERIATRIC SERVICES OF MINNESOTA LLC 3366 OAKDALE AVE NORTH SUITE 551 ROBBINSDALE MN 55422 453357936 HEALTHCARE SERVICES MN N/A NORTHSTAR SLEEP CENTER LLC 920 EAST 28TH STREET SUITE 700 MINNEAPOLIS MN 55407 452532456 HEALTHCARE SERVICES MN N/A DISTRICT ONE CANCER CENTER LLC 200 STATE AVENUE FAIRBAULT MN 55021 451258847 HEALTHCARE SERVICES MN N/A MOBILE IMAGING SERVICES LLC 1221 NICOLLET MALL STE 600 MINNEAPOLIS MN 554032444 411883212 RADIOLOGY MN N/A CROSBY CARDIOVASCULAR SERVICESLLC 920 E 28TH STREET SUITE 500 MINNEAPOLIS MN 55407 412010368 HEALTHCARE SERVICES MN N/A HEALTHSPAN SERVICES COMPANY PO BOX 43 MINNEAPOLIS MN 55440 411249999 DEBT COLLECTION MN C 0 ALLINA SPECIALTY ASSOCIATES INC PO BOX 43 MINNEAPOLIS MN 55440 411802815 HEALTHCARE SERVICES MN C 0 ALLINA CLINIC HOLDINGS LTD PO BOX 43 MINNEAPOLIS MN 55440 263954371 HOLDING COMPANY MN C 0 QUELLO CLINIC LIMITED PO BOX 43 MINNEAPOLIS MN 55440 410874754 HEALTHCARE SERVICES MN C 0 ALLINA HEALTH SYSTEM TRUST PO BOX 535007 PITTSBURGH PA 15253 276712988 TRUST PA T 0 ALLINA HEALTH SYSTEM DEFINED BENEFIT MASTER TRUST 500 GRANT STREET SUITE 0625 PITTSBURGH PA 15258 376520273 TRUST PA N/A T 0 ALLINA HEALTH SYSTEM KEYSHARE PLAN PO BOX 535007 PITTSBURGH PA 15253 276678945 TRUST PA N/A T 0 LIFESPAN AFFILIATES DEFERRED COMPENSATION PLAN PO BOX 43 MINNEAPOLIS MN 554400043 411720860 TRUST MN N/A T 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1