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  2. ATHENA HOLDCO MSO, LLC DBA ATHENA CARE
Sponsor portfolio

ATHENA HOLDCO MSO, LLC DBA ATHENA CARE

EIN 87-2231666-Latest filing 2025
Plans
3
Retirement
1
$911K assets
Welfare
2
$138K premiums
Participants
278
220 ATHENS WAY, SUITE 104 - NASHVILLE, TN 37228615-320-1155
Plans on this EIN
3 filings
#001401k-$911K - 95 part#501Mixed-$127K - 84 lives#504Fully Insured-$11K - 99 lives

Benefits portfolio analytics

2 plans / $138K premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$71K
  • Short-term disability$71K
  • Long-term disability$71K
  • Other$71K
  • Dental$56K
  • Vision$56K
Total $127K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA56%
  • SUN LIFE ASSURANCE COMPANY OF CANADA44%
Total $127K2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • WILLIS TOWERS WATSON US LLC98%
  • USI INSURANCE SERVICES LLC2%
Total $19K2 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

ATHENA CARE 401(K) PLAN

401k

Assets$911K
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATHENA CARE WELFARE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$127K
Covered lives84
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ATHENA HOLDCO MSO, LLC LIFE AND VOL LIFE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$11K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATHENA CARE 401(K) PLAN401k$911K952024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATHENA CARE WELFARE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$127K842025
504ATHENA HOLDCO MSO, LLC LIFE AND VOL LIFE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$11K992024
Retirement plans
Welfare plans
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