Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$19.5M
- Dental$19.5M
- Vision$19.5M
- Prescription drug$19.5M
- Other$2.0M
- Life$1.7M
- +2 more
Sponsor portfolio
SOURCEHOV, LLC
EIN 26-2270219information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$338.0M assets
Welfare
1
$21.4M premiums
Participants
9,779
6641 N. BELTLINE RD, SUITE 100, MS22 - IRVING, TX 750636001972-821-5571sourcehov.comLinkedIn10001+ employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $21.4M premiums / 3,468 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- AETNA LIFE INSURANCE COMPANY92%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
45%top
- LOCKTON COMPANIES, LLC45%
- CROWN RISK MANAGEMENT, LLC44%
- AON CONSULTING INC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
XBP 401(K) PLAN
401k
Assets$338.0M
Participants6,311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SOURCEHOV, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$21.4M
Covered lives3,468
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | XBP 401(K) PLAN | 401k | $338.0M | 6,311 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SOURCEHOV, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $21.4M | 3,468 | 2025 |
Retirement plans
Welfare plans