Altarum Institute Retirement & Savings Plan — Form 5500 plan (Altarum Institute)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Altarum Institute Retirement & Savings Plan is a benefit plan reported by Altarum Institute under EIN 38-1983442 and plan number 003. The latest loaded filing year is 2023. The filing reports 663 participants and $75,185,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altarum Institute
- EIN
- 38-1983442
- Plan number
- 003
- Plan type
- 2
- Location
- Novi, MI
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $75,185,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20240821131741NAL0007042960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,185,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,185,670
- Net assets (BOY)
- $67,261,094
Income & contributions
- Employer contributions
- $1,450,311
- Participant contributions
- $3,553,752
- Total contributions
- $5,716,619
- Total income / additions
- $17,401,686
Expenses & distributions
- Benefits paid
- $9,345,664
- Administrative expenses
- $111,309
- Total expenses
- $9,477,110
- Net increase / (decrease)
- $7,924,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | CONSULTANT | $47,127 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $30,638 | $0 | 2023 |
| Rehmann Robson | ACCOUNTANT/AUDITOR | $27,164 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,484 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Altarum Institute
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Novi, MI
- Capfinancial Partners, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Rehmann Robson — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation