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Sponsor portfolioWelfare / HealthEIN 82-5185377

ATRIA WEALTH SOLUTIONS

295 MADISON AVENUE · NEW YORK, NY 10017
9179096664
Plans filed
1
Years active
2021–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
252
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
ATRIA WEALTH SOLUTIONS WELFARE BENEFITS PLAN
Fully insured252 covered·6 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M31.9%
Dental$1.3M31.9%
Prescription drug$1.3M31.9%
Other$65K1.6%
Life$38K0.9%
Vision$25K0.6%
Short-term disability$23K0.6%
Long-term disability$23K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxD
$1.3M92.7%11107
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$44K3.1%1323
VISION SERVICE PLAN
EIN 222777159
V
$25K1.7%1159
MAGELLAN HEALTHCARE
EIN 522135463
Oth
$21K1.4%11252
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$15K1.1%118

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCNEW YORK, NYUNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY, VISION SERVICE PLAN, CIGNA HEALTH AND LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY$200K$5K$205K100.0%1

History & trajectory

5 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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