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Sponsor portfolio

ATHENAHEALTH, INC.

EIN 04-3387530-information technology and services-Latest filing 2025
Plans
3
Retirement
1
$826.6M assets
Welfare
2
$3.9M premiums
Participants
13,372
311 ARSENAL STREET - WATERTOWN, MA 02472617-402-1000athenahealth.comLinkedIn5001-10000 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$826.6M - 6,793 part#501Mixed-$3.9M - 5,000 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.9M premiums / 5,000 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.9M
  • Short-term disability$3.9M
  • Long-term disability$3.9M
  • Other$3.9M
Total $3.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • HARTFORD LIFE AND ACCIDENT100%
  • AETNA LIFE INSURANCE COMPANY0%
  • DELTA DENTAL OF CALIFORNIA0%
  • EYEMED VISION CARE0%
Total $3.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • HUB INTERNATIONAL MIDWEST LIMITED61%
  • HEALTH TRUST PURCHASING GROUP LP39%
Total $310K2 slices

Plan deep-dives

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

ATHENAHEALTH, INC. 401(K) PLAN

401k

Assets$826.6M
Participants6,793
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATHENAHEALTH, INC. EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$3.9M
Covered lives5,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ATHENAHEALTH, INC. FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATHENAHEALTH, INC. 401(K) PLAN401k$826.6M6,7932024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATHENAHEALTH, INC. EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$3.9M5,0002025
502ATHENAHEALTH, INC. FLEXIBLE BENEFITS PLANSelf Funded-$002025
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