Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SRC, INC.
EIN 15-0589832defense & spaceLatest filing 2025
Plans
3
Retirement
2
$731.8M assets
Welfare
1
$1.7M premiums
Participants
5,911
7502 ROUND POND ROAD - NORTH SYRACUSE, NY 132122510315-452-8000srcinc.comLinkedIn1001-5000 employeesdefense & space
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $731.8M assets / 4,505 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 1,545 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$849K
- Long-term disability$331K
- Vision$237K
Carrier market share
Premium dollars by Schedule A carrier
71%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY71%
- VISION SERVICE PLAN14%
- METROPOLITAN LIFE INSURANCE COMPANY13%
- HARTFORD LIFE AND ACCIDENT2%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SRC, INC. 403(B) RETIREMENT PLAN
403b
Assets$400.1M
Participants2,297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SRC, INC. QUALIFIED RETIREMENT PLAN
MoneyPurchase
Assets$331.7M
Participants2,208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
SRC TOTAL CARE PLAN
Mixed - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Premiums$1.7M
Covered lives1,545
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SRC, INC. 403(B) RETIREMENT PLAN | 403b | $400.1M | 2,297 | 2025 | |
| 004 | SRC, INC. QUALIFIED RETIREMENT PLAN | MoneyPurchase | $331.7M | 2,208 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | SRC TOTAL CARE PLAN | Mixed | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $1.7M | 1,545 | 2025 |
Retirement plans
Welfare plans