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Sponsor portfolioWelfare / HealthEIN 42-0175020

ATHENE ANNUITY AND LIFE COMPANY

7700 MILLS CIVIC PKWY · WEST DES MOINES, IA 502663862
5153424684
Plans filed
2
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$1.5M
No prior year
Persons covered
1,812
No prior year
Total participants
1,843
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.5M
ATHENE EMPLOYEE WELFARE BENEFIT PLAN
Mixed1,812 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #512$0
ATHENE ANNUITY AND LIFE COMPANY CAFETERIA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$542K36.5%
Long-term disability$406K27.4%
Life$331K22.3%
Other$204K13.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$923K62.2%171,812
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$542K36.5%111,530
CURALINC HEALTHCARE
EIN 331206383
Oth
$18K1.2%111,300

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INCPHILADELPHIA, PAHARTFORD LIFE AND ACCIDENT$26K$15K$41K49.3%1
ALTERITY GROUPNEW YORK, NYSUN LIFE ASSURANCE COMPANY OF CANADA$27K$0$27K32.4%1
MARSH & MCLENNAN AGENCY LLCKING OF PRUSSIA, PAHARTFORD LIFE AND ACCIDENT, SUN LIFE ASSURANCE COMPANY OF CANADA$0$15K$15K18.0%1
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILHARTFORD LIFE AND ACCIDENT$0$282$2820.3%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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