Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Prescription drug$1.3M
- Other$65K
- Life$38K
- Vision$25K
- +2 more
Sponsor portfolio
ATRIA WEALTH SOLUTIONS
EIN 82-5185377financial servicesLatest filing 2025
Plans
2
Retirement
1
$57.0M assets
Welfare
1
$1.4M premiums
Participants
870
295 MADISON AVENUE, SUITE 1407 - NEW YORK, NY 10017917-909-6664atriawealth.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 252 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- VISION SERVICE PLAN2%
- MAGELLAN HEALTHCARE1%
- ARAG INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ATRIA WEALTH SOLUTIONS 401(K) PLAN
401k
Assets$57.0M
Participants870
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ATRIA WEALTH SOLUTIONS WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ATRIA WEALTH SOLUTIONS 401(K) PLAN | 401k | $57.0M | 870 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ATRIA WEALTH SOLUTIONS WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.4M | 252 | 2025 |
Retirement plans
Welfare plans