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Sponsor portfolio

ATLANTIS MANAGEMENT GROUP, LLC

EIN 47-2434812-retail-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$2.7M premiums
Participants
1,127
555 SOUTH COLUMBUS AVENUE, SUITE 201 - MOUNT VERNON, NY 10550914-699-9500atlantismgmt.comLinkedIn1001-5000 employeesretail
Plans on this EIN
2 filings
#001401k-$5.9M - 735 part#501Fully Insured-$2.7M - 392 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$196K
  • Vision$196K
  • Life$196K
  • Other$196K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $73K1 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

ATLANTIS MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$5.9M
Participants735
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATLANTIS MANAGEMENT GROUP LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATLANTIS MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN401k$5.9M7352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATLANTIS MANAGEMENT GROUP LLC HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.7M3922025
Retirement plans
Welfare plans
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