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Sponsor portfolio

ALTUS GROUP U.S., INC.

EIN 98-0602321-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$90.1M assets
Welfare
1
$7.2M premiums
Participants
1,224
10497 TOWN AND COUNTRY WAY, SUITE 600A - HOUSTON, TX 77024616-546-1000
Plans on this EIN
2 filings
#002401k-$90.1M - 840 part#501Fully Insured-$7.2M - 929 lives

Benefits portfolio analytics

1 plan / $7.2M premiums / 929 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Prescription drug$6.4M
  • Dental$431K
  • Vision$431K
  • Other$360K
  • Life$358K
  • +2 more
Total $7.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • RELIASTAR LIFE INSURANCE COMPANY5%
Total $7.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $270K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ALTUS GROUP 401(K) PLAN

401k

Assets$90.1M
Participants840
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALTUS GROUP U.S. INC. WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$7.2M
Covered lives929
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ALTUS GROUP 401(K) PLAN401k$90.1M8402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALTUS GROUP U.S. INC. WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$7.2M9292025
Retirement plans
Welfare plans
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