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Sponsor portfolio

ARTERA SERVICES, LLC

EIN 46-1505840-construction-Latest filing 2024
Plans
2
Retirement
1
$234.0M assets
Welfare
1
$2.5M premiums
Participants
9,906
3100 INTERSTATE NORTH CIR SE - ATLANTA, GA 30339919-372-8621artera.comLinkedIn10001+ employeesconstruction
Plans on this EIN
2 filings
#001401k-$234.0M - 5,685 part#501Mixed-$2.5M - 3,994 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 3,994 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Vision$177K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • HARTFORD LIFE AND ACCIDENT53%
  • AFLAC36%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • VARIOUS - SEE ATTACHED84%
  • RSC INSURANCE BROKERAGE INC16%
Total $241K2 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

ARTERA SERVICES, LLC 401(K) PLAN

401k

Assets$234.0M
Participants5,685
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARTERA SERVICES HOLDCO, LLC EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.5M
Covered lives3,994
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ARTERA SERVICES, LLC 401(K) PLAN401k$234.0M5,6852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARTERA SERVICES HOLDCO, LLC EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$2.5M3,9942024
Retirement plans
Welfare plans
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