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Sponsor portfolio

ATRIA HEALTH LLC

EIN 85-1538209-medical practice-Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$651K premiums
Participants
551
36 EAST 57TH STREET 4TH FLOOR - NEW YORK, NY 10022212-600-2000LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$7.3M - 274 part#501Mixed-$651K - 268 lives

Benefits portfolio analytics

1 plan / $651K premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$651K
  • Vision$651K
  • Life$339K
  • Short-term disability$339K
  • Long-term disability$339K
  • Other$339K
Total $651K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • PRINCIPAL LIFE INSURANCE COMPANY52%
  • ANTHEM LIFE INSURANCE COMPANY48%
Total $651K2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • AMWINS53%
  • THE HOTALING GROUP37%
  • PROFESSIONAL GROUP PLANS INC5%
  • LOCKTON COMPANIES, LLC4%
Total $109K4 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

ATRIA HEALTH LLC 401(K) PLAN

401k

Assets$7.3M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATRIA HEALTH LLC HEALTH & WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$651K
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATRIA HEALTH LLC 401(K) PLAN401k$7.3M2742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATRIA HEALTH LLC HEALTH & WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$651K2682025
Retirement plans
Welfare plans
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