Altarum Institute Supplemental Retirement 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 Supplemental Retirement Plan is a benefit plan reported by Altarum Institute under EIN 38-1983442 and plan number 004. The latest loaded filing year is 2023. The filing reports 14 participants and $3,320,990 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,320,990
Participants14Covered participants reported
Assets / participant$237.2KComputed: assets ÷ participants$237,214 (computed)
Provider compensationNone reported
Plan sponsor
Altarum Institute
EIN
38-1983442
Plan number
004
Plan type
2
Location
Novi, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314I20240808112948NAL0004979041001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$820.1K
Total expenses$687.1K
Benefits paid / distributions$686.9K
Contributions
Employer$325.5K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$3,320,990
Total liabilities (EOY)
$0
Net assets (EOY)
$3,320,990
Net assets (BOY)
$3,187,999

Income & contributions

Employer contributions
$325,526
Participant contributions
$0
Total income / additions
$820,141

Expenses & distributions

Benefits paid
$686,906
Administrative expenses
$244
Total expenses
$687,150
Net increase / (decrease)
$132,991
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income84%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages