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  2. Realsource Management, LLC
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Filings through Oct 24, 2026.

Realsource Management, LLC

EIN 20-0560298-real estate-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Health & Benefits
1
$717K premiums
Participants
178
1245 BRICKYARD ROAD SUITE 250 - SALT LAKE CITY, UT 84106801-278-0700LinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401(k)-$3.3M - 42 part#501Fully insured-$717K - 172 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $717K premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$580K
  • Other$91K
  • Life$35K
  • Long-term disability$26K
  • Vision$11K
  • Dental$7K
Total $717K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

REALSOURCE MANAGEMENT, LLC RETIREMENT PLAN

401(k)

Assets$3.3M
Participants42
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

REALSOURCE MANAGEMENT LLC WELFARE PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$717K
Covered lives172
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001REALSOURCE MANAGEMENT, LLC RETIREMENT PLAN401(k)$3.3M422025
  • REALSOURCE MANAGEMENT, LLC RETIREMENT PLAN$3.3M
    #001 · 401(k) · 202542

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501REALSOURCE MANAGEMENT LLC WELFARE PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$717K1722025
  • REALSOURCE MANAGEMENT LLC WELFARE PLAN$717K
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025172
Retirement plans
Health & Benefits plans

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