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Sponsor portfolioTH

ALTRU HEALTH SYSTEM

EIN 45-0310462-hospital & health care-Latest filing 2024
Plans
4
Retirement
2
$578.9M assets
Welfare
2
$3.4M premiums
Participants
11,725
P.O. BOX 6002, 1200 SOUTH COLUMBIA ROAD - GRAND FORKS, ND 582066002701-780-5200altru.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#003401k-$495.3M - 4,078 part#001CashBalance-$83.6M - 1,874 part#508Mixed-$3.4M - 4,505 lives#507Fully Insured-$16K - 3,147 lives

Retirement portfolio analytics

2 plans aggregated / $578.9M assets / 5,952 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • SAVINGS PLAN 401K (#003)86%
  • CASH BALANCE PLAN (#001)14%
Total $578.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN 401K (#003)4,078
  • CASH BALANCE PLAN (#001)1,874
Total 5,952Click row to drill in

Benefits portfolio analytics

2 plans / $3.4M premiums / 7,652 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$1.4M
  • Other$1.2M
  • Life$685K
  • Long-term disability$661K
  • Vision$154K
Total $3.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY79%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
  • EYEMED VISION CARE5%
  • VITAL WORKLIFE4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • +1 more
Total $3.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • LOCKTON COMPANIES, LLC67%
  • MARSH & MCLENNAN AGENCY LLC33%
Total $407K2 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

ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K

401k

Assets$495.3M
Participants4,078
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALTRU HEALTH SYSTEM CASH BALANCE PLAN

CashBalance

Assets$83.6M
Participants1,874
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

ALTRU HEALTH SYSTEM HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.4M
Covered lives4,505
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

ALTRU HEALTH SYSTEM TRAVEL ACCIDENT PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$16K
Covered lives3,147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K401k$495.3M4,0782024
001ALTRU HEALTH SYSTEM CASH BALANCE PLANCashBalance$83.6M1,8742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508ALTRU HEALTH SYSTEM HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$3.4M4,5052024
507ALTRU HEALTH SYSTEM TRAVEL ACCIDENT PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$16K3,1472024
Retirement plans
Welfare plans
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