Form 5500 · Employee benefit plan · JACKSON, TN
ATA ADVISORY, LLC
ATA ADVISORY, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. 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 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BERKLEY LIFE AND HEALTH INSURANCE COMPANY | Dental | 138 | December | $56,940 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Health, Dental, Life, Disability | 219 | December | $42,546 |
| EYEMED VISION CARE, LLC | Vision | 235 | December | $1,284 |
Questions
Who is ATA ADVISORY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ATA ADVISORY, LLC's broker of record is STREAMLINE ENTERPRISES, LLC.
What insurance carrier does ATA ADVISORY, LLC use?
ATA ADVISORY, LLC's benefit plan is written through BERKLEY LIFE AND HEALTH INSURANCE COMPANY, among 3 disclosed carriers.
When does ATA ADVISORY, LLC's group plan renew?
The most recent Schedule A policy period for ATA ADVISORY, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ATA ADVISORY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.