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Benefits Intelligence/Broker Directory/Minnesota

Athena Resource

Minneapolis, MN

Athena Resource of Minneapolis, MN is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $158,778 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$158,778
plan year 2025
Reported fees
$6,034

Quick answer

Athena Resource (Minneapolis, MN) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Athena Resource have?
Athena Resource is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Athena Resource's largest employer clients?
By plan participants, the largest include Cosmetic Physician Partners, LLC (448 participants).
How much does Athena Resource earn in commissions?
Insurers reported $158,778 in broker commissions and $6,034 in fees paid to Athena Resource for plan year 2025, per Schedule A Part 1.
Where is Athena Resource located?
Athena Resource is based in Minneapolis, MN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Athena Resource on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Cosmetic Physician Partners, LLCTX4482026-03-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.