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Sponsor portfolio

ATLANTA HEART SPECIALISTS

EIN 58-2563008-Latest filing 2025
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$1.1M premiums
Participants
413
1468 MONTREAL ROAD - TUCKER, GA 30084770-638-1400ahsmed.netLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$20.5M - 142 part#501Fully Insured-$1.1M - 271 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 271 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$116K
  • Life$116K
  • Short-term disability$116K
  • Other$116K
  • Vision$13K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • AETNA LIFE INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • HUMANA INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PATRIOT GROWTH INSURANCE SERVICES100%
Total $70K1 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

ATLANTA HEART SPECIALISTS, LLC 401(K) PLAN

401k

Assets$20.5M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATLANTA HEART SPECIALISTS WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.1M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATLANTA HEART SPECIALISTS, LLC 401(K) PLAN401k$20.5M1422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATLANTA HEART SPECIALISTS WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$1.1M2712025
Retirement plans
Welfare plans
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