Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$552K
- Life$542K
- Long-term disability$267K
- Other$197K
- Vision$194K
Filings through .
Top hat
Aprio Advisory Group LLC
EIN 58-2487348Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$284.4M assets
Health & Benefits
1
$1.8M premiums
Participants
4,528
2002 SUMMIT BLVD. SUITE 120 - ATLANTA, GA 30319404-892-9651
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.8M premiums / 2,991 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#005
APRIO EMPLOYEES RETIREMENT PLAN
401(k)
Assets$284.4M
Participants2,628
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
APRIO ADVISORY GROUP, LLC WELFARE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives2,991
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | APRIO EMPLOYEES RETIREMENT PLAN | 401(k) | $284.4M | 2,628 | 2025 |
- #005 · 401(k) · 20252,628
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | APRIO ADVISORY GROUP, LLC WELFARE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.8M | 2,991 | 2025 |
- #501 · Mixed · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20252,991
Retirement plans
Health & Benefits plans