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Sponsor portfolio

ATRIA SENIOR LIVING, INC.

EIN 27-4673765-real estate-Latest filing 2024
Plans
2
Retirement
1
$165.7M assets
Welfare
1
$5.5M premiums
Participants
20,731
300 EAST MARKET STREET, SUITE 100 - LOUISVILLE, KY 40202502-779-4700atriaseniorliving.comLinkedIn10001+ employeesreal estate
Plans on this EIN
2 filings
#001401k-$165.7M - 10,489 part#501Fully Insured-$5.5M - 10,391 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 10,391 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.1M
  • Dental$4.0M
  • Life$4.0M
  • Short-term disability$4.0M
  • Long-term disability$4.0M
  • Vision$275K
  • +2 more
Total $5.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • METROPOLITAN LIFE INSURANCE COMPANY73%
  • AFLAC17%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY5%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
  • +1 more
Total $5.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MERCER HEALTH AND BENEFITS, LLC96%
  • BENEFITSTORE INC4%
Total $552K2 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

ATRIA SENIOR LIVING, INC. 401(K) PLAN

401k

Assets$165.7M
Participants10,489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATRIA SENIOR LIVING, INC. WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.5M
Covered lives10,391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATRIA SENIOR LIVING, INC. 401(K) PLAN401k$165.7M10,4892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATRIA SENIOR LIVING, INC. WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$5.5M10,3912024
Retirement plans
Welfare plans
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