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Sponsor portfolioWelfare / HealthEIN 46-2226366

ATHENA GLOBAL ADVISORS, INC.

1717 ARCH ST · PHILADELPHIA, PA 19103
8662996040
Plans filed
1
Years active
2025–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$803K
No prior year
Persons covered
133
No prior year
Total participants
117
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$803K
ATHENA GLOBAL ADVISORS EMPLOYEE BENEFIT PLAN
Fully insured133 covered·3 carriers
Primary: INDEPENDENCE BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$582K34.5%
Health$519K30.8%
Vision$175K10.4%
Prescription drug$175K10.4%
Life$63K3.7%
Short-term disability$63K3.7%
Long-term disability$63K3.7%
Dental$45K2.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 232184623
HRxVOth
$694K86.5%12120
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$63K7.8%11115
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
D
$45K5.7%11133

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.BERKELEY HEIGHTS, NJINDEPENDENCE BLUE CROSS, LIFE INSURANCE COMPANY OF NORTH AMERICA, PRINCIPAL FINANCIAL GROUP$111K$2K$113K88.4%1
PATRIOT GROWTH INSURANCE SERVICESPHILADELPHIA, PALIFE INSURANCE COMPANY OF NORTH AMERICA, PRINCIPAL FINANCIAL GROUP$9K$2K$11K8.9%1
SAVOY ASSOCIATESFLORHAM PARK, NJLIFE INSURANCE COMPANY OF NORTH AMERICA$0$2K$2K1.4%1
DONALD C SAVOY INCBERKELEY HEIGHTS, NJPRINCIPAL FINANCIAL GROUP$0$2K$2K1.3%1

Policy details

Latest year, by plan
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