Sponsor portfolio

FIRSTSOURCE GROUP U.S.A., INC.

EIN 27-1422188individual & family servicesLatest filing 2025

Plans

Retirement

$73.8M assets

Welfare

$25.0M premiums

Participants

8,960

10400 LINN STATION RD, SUITE 100 - LOUISVILLE, KY 40223502-499-0855LinkedIn5001-10000 employeesindividual & family services

Plans on this EIN

2 filings

#001401k-$73.8M - 5,410 part #501Fully Insured-$25.0M - 3,919 lives

Benefits portfolio analytics

1 plan / $25.0M premiums / 3,919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$22.8M
Dental$20.8M
Vision$20.8M
Prescription drug$1.4M
Other$969K
Short-term disability$554K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

88%top

ANTHEM LIFE INSURANCE COMPANY88%
BLUE CROSS OF CALIFORNIA5%
HAWAII MEDICAL SERVICE ASSOCIATION2%
COMBINED INSURANCE COMPANY OF AMERICA2%
LIFE INSURANCE COMPANY OF NORTH AMERICA1%
+3 more

Broker market share

Schedule A broker compensation

Split broker

87%top

WORLD INSURANCE ASSOCIATES LLC87%
EOI SERVICE COMPANY INC9%
REUBEN WARNER ASSOCIATES, INC.2%
ENROLLMENT SOLUTIONS LTD1%
BENEFITS ALL IN LLC0%
+1 more

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

FIRSTSOURCE 401(K) RETIREMENT PLAN

401k

Assets$73.8M

Participants5,410

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501