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Sponsor portfolioTH

ALTERMAN GROUP, INC.

EIN 74-2316654-Construction-Latest filing 2024
Plans
3
Retirement
2
$155.8M assets
Welfare
1
$282K premiums
Participants
1,179
7805 N LOOP 1604 E - LIVE OAK, TX 78233210-496-6888
Plans on this EIN
3 filings
#001ESOP-$127.8M - 436 part#002401k-$28.0M - 424 part#503Fully Insured-$282K - 586 lives

Retirement portfolio analytics

2 plans aggregated / $155.8M assets / 860 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEE STOCK OWNERSHIP (#001)82%
  • GROUP, INC. 401(K) (#002)18%
Total $155.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)436
  • GROUP, INC. 401(K) (#002)424
Total 860Click row to drill in

Benefits portfolio analytics

1 plan / $282K premiums / 586 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$282K
  • Vision$282K
  • Life$282K
  • Short-term disability$282K
  • Long-term disability$282K
  • Other$282K
Total $282K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $282K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $42K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALTERMAN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$127.8M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALTERMAN GROUP, INC. 401(K) PLAN

401k

Assets$28.0M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ALTERMAN GROUP, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$282K
Covered lives586
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALTERMAN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$127.8M4362024
002ALTERMAN GROUP, INC. 401(K) PLAN401k$28.0M4242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ALTERMAN GROUP, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$282K5862024
Retirement plans
Welfare plans
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