Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 82-4596089
SECRETARIAT ADVISORS, LLC
1175 PEACHTREE STREET NE · ATLANTA, GA 30361
4049977550
- Plans filed
- 6
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$926K
No prior year
Persons covered
430
No prior year
Total participants
434
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #501$926K
SECRETARIAT ADVISORS, LLC HEALTH AND WELFARE PLAN
Mixed430 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #505$204K
SECRETARIAT ADVISORS LLC MEDICAL, DENTAL, VISION
Mixed177 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #503$101K
SECRETARIAT ADVISORS LLC STD
Fully insured174 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #504$76K
SECRETARIAT ADVISORS LLC LTD
Fully insured96 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$11K
SECRETARIAT ADVISORS LLC BASIC AND VOL AD&D
Fully insured173 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #506$0
SECRETARIAT ADVISORS LLC FSA AND HRA
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $483K | 18.8% | |
| Dental | $444K | 17.2% | |
| Vision | $444K | 17.2% | |
| Life | $401K | 15.6% | |
| Short-term disability | $401K | 15.6% | |
| Long-term disability | $401K | 15.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | DVOth | $464K | 50.1% | 1 | 2 | 342 |
EIN 231503749 | LSTDLTDOth | $401K | 43.3% | 1 | 1 | 430 |
EIN 060383750 | Oth | $61K | 6.5% | 1 | 1 | 430 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | ATLANTA, GA | CIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, LIFE INSURANCE COMPANY OF NORTH AMERICA | $57K | $8K | $65K | 75.4% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | STATEN ISLAND, NY | HARTFORD FIRE INSURANCE COMPANY | $0 | $12K | $12K | 14.1% | 1 |
| USI INSURANCE SERVICES LLC | FLORHAM PARK, NJ | HARTFORD FIRE INSURANCE COMPANY | $9K | $0 | $9K | 10.5% | 1 |
History & trajectory
3 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