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Sponsor portfolioWelfare / HealthEIN 93-4967814
ATA ADVISORY, LLC
227 OIL WELL ROAD · JACKSON, TN 38305
7314278571
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$901K
No prior year
Persons covered
235
No prior year
Total participants
235
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $878K | 42.1% | |
| Health | $296K | 14.2% | |
| Life | $296K | 14.2% | |
| Short-term disability | $296K | 14.2% | |
| Long-term disability | $296K | 14.2% | |
| Vision | $23K | 1.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 916034263 | D | $582K | 64.6% | 1 | 1 | 138 |
EIN 381082080 | HDLSTDLTD | $296K | 32.9% | 1 | 1 | 219 |
EIN 430949844 | V | $23K | 2.6% | 1 | 1 | 235 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| STREAMLINE ENTERPRISES LLC | MEMPHIS, TN | BERKLEY LIFE AND HEALTH INSURANCE COMPANY, EYEMED VISION CARE, LLC | $58K | $0 | $58K | 57.8% | 1 |
| ORMA R SMITH III | MEMPHIS, TN | SUN LIFE ASSURANCE COMPANY OF CANADA | $43K | $0 | $43K | 42.2% | 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