PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ATONNE GROUP, INC.
Sponsor portfolio

ATONNE GROUP, INC.

EIN 20-2973872-management consulting-Latest filing 2025
Plans
2
Retirement
1
$51.9M assets
Welfare
1
$1.1M premiums
Participants
1,966
2000 CHICAGO DRIVE SW - GRAND RAPIDS, MI 49519616-389-2404atonnegroup.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$51.9M - 992 part#503Mixed-$1.1M - 930 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 930 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$645K
  • Life$631K
  • Long-term disability$631K
  • Health$452K
  • Prescription drug$452K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY57%
  • ALLIANCE HEALTH AND LIFE INSURANCE COMPANY41%
  • ALLONE HEALTH1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • TRICOAST ADVISORS LLC85%
  • HNI RISK SERVICES15%
Total $143K2 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

ATONNE GROUP 401K RETIREMENT SAVINGS PLAN

401k

Assets$51.9M
Participants992
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ATONNE GROUP, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives930
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATONNE GROUP 401K RETIREMENT SAVINGS PLAN401k$51.9M9922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ATONNE GROUP, INC. EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.1M9302025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica