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  2. Altarum Institute
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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Altarum Institute

EIN 38-1983442-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$84.0M assets
Health & Benefits
1
$465K premiums
Participants
803
26200 TOWN CENTER DRIVE, SUITE 350 - NOVI, MI 48375734-302-4600
Plans on this EIN
3 filings
#003401(k)-$79.9M - 631 part#004403(b)-$4.1M - 15 part#501Mixed-$465K - 140 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $84.0M assets / 646 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT & Savings (#003)$79.9M
  • SUPPLEMENTAL RETIREMENT PLAN (#004)$4.1M
Total $84.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • RETIREMENT & Savings (#003)631
  • SUPPLEMENTAL RETIREMENT PLAN (#004)15
Total 646Select a row to open it

Benefits portfolio analytics

1 plan / $465K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$314K
  • Other$138K
  • Life$113K
  • Long-term disability$113K
  • Vision$13K
Total $465K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

ALTARUM INSTITUTE RETIREMENT & SAVINGS PLAN

401(k)

Assets$79.9M
Participants631
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

ALTARUM INSTITUTE SUPPLEMENTAL RETIREMENT PLAN

403(b)

Assets$4.1M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ALTARUM INSTITUTE HEALTH AND WELFARE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$465K
Covered lives140
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003ALTARUM INSTITUTE RETIREMENT & SAVINGS PLAN401(k)$79.9M6312024
#004ALTARUM INSTITUTE SUPPLEMENTAL RETIREMENT PLAN403(b)$4.1M152025
  • ALTARUM INSTITUTE RETIREMENT & SAVINGS PLAN$79.9M
    #003 · 401(k) · 2024631
  • ALTARUM INSTITUTE SUPPLEMENTAL RETIREMENT PLAN$4.1M
    #004 · 403(b) · 202515

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ALTARUM INSTITUTE HEALTH AND WELFARE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$465K1402025
  • ALTARUM INSTITUTE HEALTH AND WELFARE BENEFITS PLAN$465K
    #501 · Mixed · HCC LIFE INSURANCE COMPANY · 2025140
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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