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Sponsor portfolioTH

ALTARUM INSTITUTE

EIN 38-1983442-Latest filing 2025
Plans
3
Retirement
2
$84.0M assets
Welfare
1
$465K premiums
Participants
801
LAKE POINTE OFFICE CENTER, 26200 TOWN CENTER DRIVE, SUITE 350 - NOVI, MI 48375734-302-4600
Plans on this EIN
3 filings
#003401k-$79.9M - 631 part#004401k-$4.1M - 13 part#501Mixed-$465K - 140 lives

Retirement portfolio analytics

2 plans aggregated / $84.0M assets / 644 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • RETIREMENT & Savings (#003)95%
  • SUPPLEMENTAL RETIREMENT PLAN (#004)5%
Total $84.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT & Savings (#003)631
  • SUPPLEMENTAL RETIREMENT PLAN (#004)13
Total 644Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • HCC LIFE INSURANCE COMPANY68%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA24%
  • AETNA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN3%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $465K5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • IMG0%
Total $72K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ALTARUM INSTITUTE RETIREMENT & SAVINGS PLAN

401k

Assets$79.9M
Participants631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ALTARUM INSTITUTE SUPPLEMENTAL RETIREMENT PLAN

401k

Assets$4.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALTARUM INSTITUTE HEALTH AND WELFARE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$465K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ALTARUM INSTITUTE RETIREMENT & SAVINGS PLAN401k$79.9M6312024
004ALTARUM INSTITUTE SUPPLEMENTAL RETIREMENT PLAN401k$4.1M132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALTARUM INSTITUTE HEALTH AND WELFARE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$465K1402025
Retirement plans
Welfare plans
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