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Sponsor portfolio

ATLAS CAPITAL SERVICES, INC.

EIN 31-1269810-Construction-Latest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$213K premiums
Participants
331
4849 EVANSWOOD DRIVE - COLUMBUS, OH 43229614-737-8609
Plans on this EIN
2 filings
#001401k-$11.9M - 187 part#501Mixed-$213K - 223 lives

Benefits portfolio analytics

1 plan / $213K premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$202K
  • Life$192K
  • Short-term disability$192K
  • Long-term disability$192K
  • Vision$11K
Total $213K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA90%
  • EYEMED VISION CARE5%
  • MATRIX PSYCHOLOGICAL SERVICES4%
Total $213K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $32K1 slice

Plan deep-dives

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

ATLAS BUTLER 401(K) PLAN

401k

Assets$11.9M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATLAS CAPITAL SERVICES, INC EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$213K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATLAS BUTLER 401(K) PLAN401k$11.9M1872025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATLAS CAPITAL SERVICES, INC EMPLOYEE HEALTH AND WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$213K2232025
Retirement plans
Welfare plans
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