Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SRC, INC.
EIN 15-0589832defense & spaceLatest filing 2024
Plans
3
Retirement
2
$640.8M assets
Welfare
1
$461K premiums
Participants
6,254
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 / $640.8M assets / 4,792 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $461K premiums / 1,458 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$209K
- Other$195K
- Health$154K
- Life$76K
- Dental$19K
- Short-term disability$19K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
45%top
- VISION SERVICE PLAN45%
- METROPOLITAN LIFE INSURANCE COMPANY33%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
- HARTFORD LIFE AND ACCIDENT5%
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$351.3M
Participants2,362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SRC, INC. QUALIFIED RETIREMENT PLAN
403b
Assets$289.5M
Participants2,430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
SRC TOTAL CARE PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$461K
Covered lives1,458
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 | $351.3M | 2,362 | 2024 | |
| 004 | SRC, INC. QUALIFIED RETIREMENT PLAN | 403b | $289.5M | 2,430 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | SRC TOTAL CARE PLAN | Fully Insured | VISION SERVICE PLAN | $461K | 1,458 | 2024 |
Retirement plans
Welfare plans