Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$186K
- Life$52K
- Short-term disability$52K
- Long-term disability$52K
- Other$52K
Sponsor portfolio
ETHOSOURCE, LLC
EIN 23-3091307Latest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$239K premiums
Participants
117
180 GRACE BLVD - MORGANTOWN, PA 19543610-286-1766
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $239K premiums / 54 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- HM LIFE INSURANCE COMPANY78%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA22%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
77%top
- POWER-KUNKLE GROUP INC77%
- JAMES R NELLIGAN & ASSOCIATES LLC23%
- GIS BENEFITS INC-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ETHOSOURCE, LLC 401K PLAN
401k
Assets$4.7M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
ETHOSOURCE, LLC EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$239K
Covered lives54
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ETHOSOURCE, LLC 401K PLAN | 401k | $4.7M | 63 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | ETHOSOURCE, LLC EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $239K | 54 | 2025 |
Retirement plans
Welfare plans