Form 5500 · Employee benefit plan · PHILADELPHIA, PA
ATHENA GLOBAL ADVISORS, INC.
ATHENA GLOBAL ADVISORS, INC. of PHILADELPHIA, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is RISK PLACEMENT SERVICES. Coverage is written through INDEPENDENCE BLUE CROSS and 3 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-2226366 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| INDEPENDENCE BLUE CROSS | Health | 120 | October | $519,102 | $105,385 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 115 | October | $62,626 | $6,745 |
| INDEPENDENCE BLUE CROSS | Vision | 120 | October | $175,348 | $5,754 |
| PRINCIPAL FINANCIAL GROUP | Dental | 133 | October | $45,497 | $2,652 |
Questions
Who is ATHENA GLOBAL ADVISORS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ATHENA GLOBAL ADVISORS, INC.'s broker of record is RISK PLACEMENT SERVICES.
What insurance carrier does ATHENA GLOBAL ADVISORS, INC. use?
ATHENA GLOBAL ADVISORS, INC.'s benefit plan is written through INDEPENDENCE BLUE CROSS, among 4 disclosed carriers.
When does ATHENA GLOBAL ADVISORS, INC.'s group plan renew?
The most recent Schedule A policy period for ATHENA GLOBAL ADVISORS, INC. ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ATHENA GLOBAL ADVISORS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.