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Sponsor portfolio

ATTALA HOLDINGS, LLC

EIN 86-1141747-consumer goods-Latest filing 2025
Plans
3
Retirement
1
$2.5M assets
Welfare
2
$651K premiums
Participants
698
2730 ATTALA ROAD 2247 - KOSCIUSKO, MS 39090662-290-0094attalasteel.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
3 filings
#001401k-$2.5M - 372 part#502Fully Insured-$641K - 212 lives#501Fully Insured-$10K - 181 lives

Benefits portfolio analytics

2 plans / $651K premiums / 393 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$557K
  • Dental$84K
  • Vision$84K
  • Life$10K
  • Other$10K
Total $651K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • STARMOUNT LIFE INSURANCE COMPANY13%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
Total $651K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • THOMAS G MONTGOMERY71%
  • LOVERN INSURANCE AGENCY, LLC25%
  • ROBERT J LOVERN2%
  • JUSTIN LOVERN2%
Total $34K4 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

ATTALA HOLDINGS LLC RETIREMENT PLAN

401k

Assets$2.5M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ATTALA HOLDINGS, LLC HEALTH PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI

Premiums$641K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ATTALA HOLDINGS, LLC LIFE PLAN

Fully Insured - RELIANCE STANDARD

Premiums$10K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATTALA HOLDINGS LLC RETIREMENT PLAN401k$2.5M3722024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ATTALA HOLDINGS, LLC HEALTH PLANFully InsuredBLUE CROSS & BLUE SHIELD OF MISSISSIPPI$641K2122025
501ATTALA HOLDINGS, LLC LIFE PLANFully InsuredRELIANCE STANDARD$10K1812025
Retirement plans
Welfare plans
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