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  2. ATHENS INSURANCE SERVICE, INC.
Sponsor portfolioTH

ATHENS INSURANCE SERVICE, INC.

EIN 68-0177136-Latest filing 2025
Plans
2
Retirement
1
$48.6M assets
Welfare
1
$3.0M premiums
Participants
1,324
PO BOX 4029 - CONCORD, CA 94524925-826-1288LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$48.6M - 711 part#501Mixed-$3.0M - 824 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 824 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Other$574K
  • Life$423K
  • Short-term disability$423K
  • Long-term disability$423K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • KAISER FOUNDATION HEALTH PLAN INC77%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA14%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN3%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
  • +1 more
Total $3.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • EDGEWOOD PARTNERS INSURANCE CENTER90%
  • AGIS NETWORK INSURANCE SERVICE10%
  • REUBEN WARNER ASSOCIATES, INC.0%
  • IMG0%
Total $144K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ATHENS INSURANCE SERVICE, INC 401(K) PLAN

401k

Assets$48.6M
Participants711
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATHENS INSURANCE SERVICE, INC. WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$3.0M
Covered lives824
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATHENS INSURANCE SERVICE, INC 401(K) PLAN401k$48.6M7112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATHENS INSURANCE SERVICE, INC. WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC$3.0M8242025
Retirement plans
Welfare plans
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