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Sponsor portfolio

THE CORPORATE SOURCE, INC.

EIN 13-3882284-non-profit organization management-Latest filing 2025
Plans
4
Retirement
3
$21.1M assets
Welfare
1
$2.3M premiums
Participants
1,062
1225 FRANKLIN AVENUE, SUITE 335 - GARDEN CITY, NY 11530516-419-5882thecorporatesource.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
4 filings
#003ProfitSharing-$15.3M - 539 part#004403b-$2.9M - 241 part#001OtherDC-$2.9M - 135 part#501Fully Insured-$2.3M - 183 lives

Retirement portfolio analytics

3 plans aggregated / $21.1M assets / 915 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • INC. 401(A) PLAN (#003)73%
  • SOURCE, INC. 403(B) (#004)14%
  • INC. PR 401(K) (#001)14%
Total $21.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • (Not disclosed)86%
  • BANCO POPULAR DE PUERTO RICO14%
Total $21.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(A) PLAN (#003)539
  • SOURCE, INC. 403(B) (#004)241
  • INC. PR 401(K) (#001)135
Total 915Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$344K
  • Life$286K
  • Prescription drug$269K
  • Vision$75K
  • Long-term disability$43K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • MCS LIFE INSURANCE COMPANY12%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • ASSUREDPARTNERS56%
  • CENTERSTONE INSURANCE AND FINANCIAL20%
  • OLYMPIC AGENCY INC10%
  • PROFESSIONAL GROUP PLANS INC8%
  • NETWORK ADMIN INSURANCE AGENCY INC3%
  • +1 more
Total $136K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE CORPORATE SOURCE, INC. 401(A) PLAN

ProfitSharing

Assets$15.3M
Participants539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE CORPORATE SOURCE, INC. 403(B) PLAN

403b

Assets$2.9M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE CORPORATE SOURCE, INC. PR 401(K) PLAN

OtherDC

Assets$2.9M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE CORPORATE SOURCE HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.3M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003THE CORPORATE SOURCE, INC. 401(A) PLANProfitSharing$15.3M5392024
004THE CORPORATE SOURCE, INC. 403(B) PLAN403b$2.9M2412024
001THE CORPORATE SOURCE, INC. PR 401(K) PLANOtherDC$2.9M1352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE CORPORATE SOURCE HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.3M1832025
Retirement plans
Welfare plans
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