Form 5500 · Employee benefit plan · JACKSON, TN
ATA ADVISORY, LLC
The filing calls this plan ATA ADVISORY, LLC EMPLOYEE BENEFIT PLAN.
ATA ADVISORY, LLC of JACKSON, TN insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is STREAMLINE ENTERPRISES, LLC. Coverage is written through BERKLEY LIFE AND HEALTH INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-4967814 · plan 502 · plan year 2025, filed Apr 16, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with BERKLEY LIFE AND HEALTH INSURANCE COMPANY, covers 138 people.
Reported premium across the insured contracts is $900,911, with $100,770 in disclosed broker commissions — about 11% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
STREAMLINE ENTERPRISES, LLC is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including BERKLEY LIFE AND HEALTH INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA and EYEMED VISION CARE. BERKLEY LIFE AND HEALTH INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BERKLEY LIFE AND HEALTH INSURANCE COMPANY | Dental | 138 | Jan 1, 2026 | $581,750 | $56,940 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Health, Dental, Life, Disability | 219 | Jan 1, 2026 | $296,004 | $42,546 |
| EYEMED VISION CARE | Vision | 235 | Jan 1, 2026 | $23,157 | $1,284 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
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