Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$878K
- Health$296K
- Life$296K
- Short-term disability$296K
- Long-term disability$296K
- Vision$23K
Filings through .
Sponsor portfolio
Ata Advisory LLC
EIN 93-4967814Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$27.1M assets
Welfare
1
$901K premiums
Participants
480
624 E. REELFOOT AVENUE - UNION CITY, TN 38261731-885-3661
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $901K premiums / 235 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ATA ADVISORY LLC 401K PLAN
401(k)
Assets$27.1M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN
Fully insured - BERKLEY LIFE AND HEALTH INSURANCE COMPANY
Premiums$901K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ATA ADVISORY LLC 401K PLAN | 401(k) | $27.1M | 245 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN | Fully insured | BERKLEY LIFE AND HEALTH INSURANCE COMPANY | $901K | 235 | 2025 |
Retirement plans
Welfare plans