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
Sponsor portfolio
REALSOURCE MANAGEMENT, LLC
EIN 20-0560298real estateLatest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $717K premiums / 172 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY81%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- EYEMED VISION CARE2%
- HUMANA INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
88%top
- GBS BENEFITS INC88%
- EMPLOYEE CHOICE SOLUTIONS9%
- GBS BENEFITS INS AGENCY3%
- GBS BENEFITS INSURANCE AGENCY1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
REALSOURCE MANAGEMENT, LLC RETIREMENT PLAN
401k
Assets$3.3M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
REALSOURCE MANAGEMENT LLC WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$717K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | REALSOURCE MANAGEMENT, LLC RETIREMENT PLAN | 401k | $3.3M | 42 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | REALSOURCE MANAGEMENT LLC WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $717K | 172 | 2025 |
Retirement plans
Welfare plans