Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$22.5M
- Dental$588K
- Vision$588K
- Life$588K
- Short-term disability$588K
- Long-term disability$588K
Sponsor portfolio
CONNECTIVITY SOURCE GROUP OF COMPANIES
EIN 27-0499788retailLatest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$22.5M premiums
Participants
2,766
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $22.5M premiums / 1,388 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- FEDERAL AMERICAN INSURANCE COMPANY97%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
60%top
- ACTIV8 HEALTH LLC60%
- VERNON P HERRERA30%
- THE BALDWIN GROUP WEST LLC10%
- WATCHTOWER BENEFITS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CONNECTIVITY SOURCE 401(K) PLAN
401k
Assets$5.1M
Participants1,378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
CONNECTIVITY SOURCE GROUP OF COMPANIES EMPLOYEE BENEFITS PLAN
Mixed - FEDERAL LIFE INSURANCE COMPANY
Premiums$22.5M
Covered lives1,388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONNECTIVITY SOURCE 401(K) PLAN | 401k | $5.1M | 1,378 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CONNECTIVITY SOURCE GROUP OF COMPANIES EMPLOYEE BENEFITS PLAN | Mixed | FEDERAL LIFE INSURANCE COMPANY | $22.5M | 1,388 | 2025 |
Retirement plans
Welfare plans