Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$582K
- Health$519K
- Vision$175K
- Prescription drug$175K
- Life$63K
- Short-term disability$63K
- +2 more
Sponsor portfolio
ATHENA GLOBAL ADVISORS, INC.
EIN 46-2226366marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$803K premiums
Participants
273
30 S 15TH STREET, SUITE 600 - PHILADELPHIA, PA 19102866-299-6040athenaglobaladvisors.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $803K premiums / 133 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- LIFE INSURANCE COMPANY OF NORTH AMERICA8%
- PRINCIPAL LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
88%top
- GALLAGHER BENEFIT SERVICES, INC.88%
- PATRIOT GROWTH INSURANCE SERVICES9%
- SAVOY ASSOCIATES1%
- DONALD C SAVOY INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ATHENA GLOBAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$5.6M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ATHENA GLOBAL ADVISORS EMPLOYEE BENEFIT PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$803K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ATHENA GLOBAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $5.6M | 156 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ATHENA GLOBAL ADVISORS EMPLOYEE BENEFIT PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $803K | 133 | 2025 |
Retirement plans
Welfare plans