Plan Ledger DOL Form 5500 · updated monthly

Athena Global Advisors, Inc.benefits

Athena Global Advisors Employee Benefit Plan · PHILADELPHIA, PA · plan year 2024

Broker compensation reported · 2024
$127,692

Athena Global Advisors, Inc.'s benefits plan covered 115 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $694,450. Insurance brokers and agents were paid $127,692 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 18.4% of premiums. That is $1,110 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20244
INDEPENDENCE BLUE CROSS · health ppo$519K · 120 covered
INDEPENDENCE BLUE CROSS · drug vision$175K · 120 covered
PRINCIPAL FINANCIAL GROUP · dentalpremiums n/a · 133 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 115 covered
Brokers & agents paid · 20244
PATRIOT GROWTH INSURANCE SERVICES$11,313 · incl $1,916 fees
SAVOY ASSOCIATES$1,834 · incl $1,834 fees
DONALD C. SAVOY, INC.$1,661 · incl $1,661 fees
RISK PLACEMENT SERVICES, INC.$112,884 · incl $1,745 fees
Also brokered by Patriot Growth Insurance Services5
Icr, Inc. CO$339,648

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 462226366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.