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
Sponsor portfolioTH
APRIO ADVISORY GROUP, LLC
EIN 58-2487348Latest filing 2025
Plans
2
Retirement
1
$218.1M assets
Welfare
1
$1.8M premiums
Participants
3,935
2002 SUMMIT BOULEVARD, SUITE 120 - ATLANTA, GA 30319404-892-9651
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 2,991 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY86%
- EYEMED VISION CARE11%
- ARAG INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
APRIO EMPLOYEES RETIREMENT PLAN
401k
Assets$218.1M
Participants2,035
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APRIO ADVISORY GROUP, LLC WELFARE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives2,991
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | APRIO EMPLOYEES RETIREMENT PLAN | 401k | $218.1M | 2,035 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans