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Sponsor portfolio

ALTMAN SOLON US, LP

EIN 05-0524931-management consulting-Latest filing 2025
Plans
2
Retirement
1
$62.2M assets
Welfare
1
$336K premiums
Participants
768
101 FEDERAL STREET 28TH FLOOR - BOSTON, MA 02110617-753-7200altmansolon.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$62.2M - 501 part#501Mixed-$336K - 392 lives

Benefits portfolio analytics

1 plan / $336K premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$218K
  • Other$93K
  • Life$92K
  • Long-term disability$92K
  • Vision$25K
Total $336K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • DELTA DENTAL OF CALIFORNIA65%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA27%
  • EYEMED VISION CARE8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $336K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • IMG0%
Total $30K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALTMAN SOLON US, LP 401(K) PROFIT SHARING PLAN

401k

Assets$62.2M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ALTMAN SOLON US, LP EMPLOYEE BENEFITS PLAN

Mixed - DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA

Premiums$336K
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALTMAN SOLON US, LP 401(K) PROFIT SHARING PLAN401k$62.2M5012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ALTMAN SOLON US, LP EMPLOYEE BENEFITS PLANMixedDENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA$336K3922025
Retirement plans
Welfare plans
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