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  2. ADVANCED TECHNOLOGY HOLDING, LLC
Sponsor portfolio

ADVANCED TECHNOLOGY HOLDING, LLC

EIN 26-4662192-Information-Latest filing 2025
Plans
4
Retirement
1
$363.4M assets
Welfare
3
$6.9M premiums
Participants
2,345
1111 SUNSET HILLS RD, SUITE 130 - RESTON, VA 20190703-453-7700
Plans on this EIN
4 filings
#001401k-$363.4M - 977 part#504Mixed-$6.8M - 892 lives#507Fully Insured-$28K - 131 lives#505Self Funded-0 lives

Benefits portfolio analytics

3 plans / $6.9M premiums / 1,023 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.9M
  • Vision$5.9M
  • Prescription drug$5.9M
  • Other$924K
  • Life$861K
  • Short-term disability$861K
  • +1 more
Total $6.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $6.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MARSH & MCLENNAN AGENCY LLC83%
  • NFP INSURANCE SERVICES INC17%
Total $262K2 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

ATH RETIREMENT PLAN AND TRUST

401k

Assets$363.4M
Participants977
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ATH MEDICAL PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$6.8M
Covered lives892
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

ATH GROUP LEGAL SERVICES PLAN

Fully Insured - METLIFE LEGAL PLANS

Premiums$28K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ATH HEALTH CARE FSA PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATH RETIREMENT PLAN AND TRUST401k$363.4M9772025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ATH MEDICAL PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$6.8M8922025
507ATH GROUP LEGAL SERVICES PLANFully InsuredMETLIFE LEGAL PLANS$28K1312025
505ATH HEALTH CARE FSA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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