Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$483K
- Dental$444K
- Vision$444K
- Life$401K
- Short-term disability$401K
- Long-term disability$401K
Sponsor portfolio
SECRETARIAT ADVISORS, LLC
EIN 82-4596089Latest filing 2025
Plans
2
Retirement
1
$36.5M assets
Welfare
1
$926K premiums
Participants
874
1175 PEACHTREE STREET NE, 100 COLONY SQUARE, SUITE 400 - ATLANTA, GA 30361404-997-7550
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $926K premiums / 430 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
- LIFE INSURANCE COMPANY OF NORTH AMERICA43%
- HARTFORD LIFE AND ACCIDENT7%
Broker market share
Schedule A broker compensation
75%top
- LOCKTON COMPANIES, LLC75%
- REUBEN WARNER ASSOCIATES, INC.14%
- USI INSURANCE SERVICES LLC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SECRETARIAT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$36.5M
Participants440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SECRETARIAT ADVISORS, LLC HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$926K
Covered lives430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SECRETARIAT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $36.5M | 440 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SECRETARIAT ADVISORS, LLC HEALTH AND WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $926K | 430 | 2025 |
Retirement plans
Welfare plans