Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$1.2M
- Other$1.2M
- Life$1.1M
- Vision$128K
Sponsor portfolio
ALTER TRADING CORPORATION
EIN 48-1291659Latest filing 2025
Plans
2
Retirement
1
$131.0M assets
Welfare
1
$1.4M premiums
Participants
3,097
700 OFFICE PARKWAY - CREVE COEUR, MO 63141314-872-2479
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,828 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- UNITEDHEALTHCARE INSURANCE COMPANY82%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY6%
- PREFERRED RESOURCE NETWORK, INC. DBA PERSONAL ASSISTANCE SERVICES2%
Broker market share
Schedule A broker compensation
83%top
- DIGITAL INSURANCE LLC83%
- MICHAEL J ZIMMERMAN17%
- CLJM LLC-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ALTER 401(K) RETIREMENT PLAN
401k
Assets$131.0M
Participants1,626
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
ALTER TRADING CORPORATION / GOLDSTEIN GROUP, INC. WELFARE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.4M
Covered lives1,828
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALTER 401(K) RETIREMENT PLAN | 401k | $131.0M | 1,626 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | ALTER TRADING CORPORATION / GOLDSTEIN GROUP, INC. WELFARE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 1,828 | 2025 |
Retirement plans
Welfare plans