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Sponsor portfolio

FIDELITY TALENTSOURCE, LLC

EIN 04-3535482-financial services-Latest filing 2025
Plans
3
Retirement
0
Welfare
3
$786K premiums
Participants
1,740
245 SUMMER STREET - BOSTON, MA 02210617-563-4915fidelitytalentsource.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#501Fully Insured-$643K - 209 lives#502Fully Insured-$114K - 647 lives#503Fully Insured-$30K - 647 lives

Benefits portfolio analytics

3 plans / $786K premiums / 1,503 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$447K
  • Short-term disability$114K
  • Long-term disability$114K
  • Dental$81K
  • Health$69K
  • Life$48K
  • +2 more
Total $786K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY82%
  • HARTFORD LIFE AND ACCIDENT18%
Total $786K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $73K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

FIDELITYTALENTSOURCE, LLC GROUP HEALTH PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE

Premiums$643K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FIDELITY TALENT SOURCE, LLC GROUP DISABILITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$114K
Covered lives647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FIDELITY TALENTSOURCE, LLC LIFE INSURANCE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$30K
Covered lives647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIDELITYTALENTSOURCE, LLC GROUP HEALTH PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE$643K2092025
502FIDELITY TALENT SOURCE, LLC GROUP DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$114K6472025
503FIDELITY TALENTSOURCE, LLC LIFE INSURANCE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$30K6472025
Welfare plans
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