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Sponsor portfolioTH

ALTRU HEALTH SYSTEM

EIN 45-0310462-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$629.0M assets
Welfare
2
$3.2M premiums
Participants
8,805
1200 S COLUMBIA RD - GRAND FORKS, ND 582014036701-780-6000altru.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#003401k-$545.4M - 4,382 part#001CashBalance-$83.6M - 1,874 part#508Mixed-$3.2M - 3,114 lives#507Fully Insured-$3K - 3,147 lives

Retirement portfolio analytics

2 plans aggregated / $629.0M assets / 6,256 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • SAVINGS PLAN 401K (#003)87%
  • CASH BALANCE PLAN (#001)13%
Total $629.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN 401K (#003)4,382
  • CASH BALANCE PLAN (#001)1,874
Total 6,256Click row to drill in

Benefits portfolio analytics

2 plans / $3.2M premiums / 6,261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Short-term disability$1.2M
  • Life$669K
  • Long-term disability$618K
  • Vision$165K
Total $3.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY77%
  • AFLAC14%
  • EYEMED VISION CARE5%
  • VITAL WORKLIFE4%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $36K1 slice

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$545.4M
Participants4,382
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$3.2M
Covered lives3,114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

ALTRU HEALTH SYSTEM TRAVEL ACCIDENT PLAN

Fully Insured - HARTFORD FIRE INSURANCE COMPANY

Premiums$3K
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$545.4M4,3822025
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$3.2M3,1142025
507ALTRU HEALTH SYSTEM TRAVEL ACCIDENT PLANFully InsuredHARTFORD FIRE INSURANCE COMPANY$3K3,1472025
Retirement plans
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