Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$2.0M
- Vision$2.0M
- Life$73K
- Short-term disability$73K
- Long-term disability$73K
Sponsor portfolio
INSOURCE SERVICES, INC.
EIN 04-3178331management consultingLatest filing 2025
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$2.1M premiums
Participants
341
148 LINDEN STREET, SUITE 306 - WELLESLEY, MA 024827900781-235-1490insourceservices.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 153 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
92%top
- SENTINEL INSURANCE AGENCY, INC.92%
- INDIGO INSURANCE SERVICES8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INSOURCE SERVICES 401(K) PROFIT SHARING PLAN
401k
Assets$14.1M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
INSOURCE SERVICES, INC. HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.1M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSOURCE SERVICES 401(K) PROFIT SHARING PLAN | 401k | $14.1M | 188 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | INSOURCE SERVICES, INC. HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.1M | 153 | 2025 |
Retirement plans
Welfare plans