Form 5500 · Employee benefit plan · NEW YORK, NY
ATRIA WEALTH SOLUTIONS
ATRIA WEALTH SOLUTIONS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AON CONSULTING. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-5185377 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 817 | December | $307,834 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 262 | December | $20,695 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 819 | December | $11,512 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 76 | December | $8,818 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 73 | December | $7,047 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 79 | December | $5,045 |
| ARAG INSURANCE COMPANY | — | 176 | December | $2,731 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 15 | September | $1,706 |
| VISION SERVICE PLAN | Vision | 414 | December | $1,263 |
| VISION SERVICE PLAN | Vision | 0 | December | $615 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 15 | December | $488 |
| MAGELLAN HEALTH SERVICES | — | 636 | December | $0 |
Questions
Who is ATRIA WEALTH SOLUTIONS's benefits broker?
Per its most recent Form 5500 Schedule A, ATRIA WEALTH SOLUTIONS's broker of record is AON CONSULTING.
What insurance carrier does ATRIA WEALTH SOLUTIONS use?
ATRIA WEALTH SOLUTIONS's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 12 disclosed carriers.
When does ATRIA WEALTH SOLUTIONS's group plan renew?
The most recent Schedule A policy period for ATRIA WEALTH SOLUTIONS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ATRIA WEALTH SOLUTIONS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.