# ATRIA WEALTH SOLUTIONS WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **ATRIA WEALTH SOLUTIONS**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ATRIA WEALTH SOLUTIONS |
| EIN | 825185377 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | NEW YORK, NY |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $1.4M |
| Participants | 0 |
| Persons covered | 252 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Rx, Dental, Indemnity |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| MAGELLAN HEALTHCARE | Other |
| ARAG LEGAL | Other |

## Brokers

| Broker | Placed with |
|---|---|
| AON CONSULTING INC | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| AON CONSULTING INC | VISION SERVICE PLAN |
| AON CONSULTING INC | FIRST UNUM LIFE INSURANCE COMPANY |
| AON CONSULTING INC | ARAG INSURANCE COMPANY |
| AON CONSULTING INC | UNUM LIFE INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/825185377-501
- Cite as: PlanOptica, https://planoptica.com/welfare/825185377-501
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