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Sponsor portfolioWelfare / HealthEIN 58-2487348

APRIO ADVISORY GROUP, LLC

2002 SUMMIT BOULEVARD · ATLANTA, GA 30319
4048929651
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
2,991
No prior year
Total participants
1,900
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
APRIO ADVISORY GROUP, LLC WELFARE BENEFIT PLAN
Mixed2,991 covered·3 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$552K31.5%
Life$542K30.9%
Long-term disability$267K15.2%
Other$197K11.2%
Vision$194K11.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$1.5M86.2%162,037
EYEMED VISION CARE
EIN 430949844
V
$194K11.1%112,991
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$47K2.7%11434

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERDULUTH, GALINCOLN NATIONAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY, EYEMED VISION CARE$257K$16K$273K100.0%1

History & trajectory

11 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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