Plan Ledger DOL Form 5500 · updated monthly

Ata Advisory, LLCbenefits

Ata Advisory, LLC Employee Benefit Plan · JACKSON, TN · plan year 2025

Broker compensation reported · 2025
$100,770

Ata Advisory, LLC's benefits plans covered 235 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $100,770 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $429 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 0.8% from $100,012 in 2024.

Insurance contracts · 20253
SUN LIFE ASSURANCE COMPANY OF CANADA · health dental life std ltdpremiums n/a · 219 covered
BERKLEY LIFE AND HEALTH INSURANCE COMPANY · dentalpremiums n/a · 138 covered
EYEMED VISION CARE, LLC · visionpremiums n/a · 235 covered
Brokers & agents paid · 20253
STREAMLINE ENTERPRISES LLC$56,940
ORMA RINEHART SMITH$42,546
STREAMLINE ENTERPRISES, LLC$1,284
Also brokered by Streamline Enterprises LLC5
Minasolve LLC TN$47,676

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 934967814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.