Plan Ledger DOL Form 5500 · updated monthly

Atria Wealth Solutionsbenefits

Atria Wealth Solutions Welfare Benefits Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$374,898

Atria Wealth Solutions's benefits plans covered 612 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $552,644. Insurance brokers and agents were paid $374,898 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 67.8% of premiums. That is $613 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 4.7% from $357,937 in 2023.

Insurance contracts · 202412
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dental$553K · 817 covered
ARAG INSURANCE COMPANYpremiums n/a · 176 covered
FIRST UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 262 covered
VISION SERVICE PLAN · visionpremiums n/a
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 15 covered
MAGELLAN HEALTH SERVICESpremiums n/a · 636 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 15 covered
FIRST UNUM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 819 covered
VISION SERVICE PLAN · visionpremiums n/a · 414 covered
Brokers & agents paid · 20243
AON CONSULTING - NEW YORK$61,298 · incl $5,987 fees
AON CONSULTING INC$311,722 · incl $1,157 fees
Also brokered by Aon5
Walgreen Co. IL$25,664,274
Macy's, Inc. OH$5,287,224
Trinet HR III, Inc. CA$4,596,776

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 825185377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.