Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.7M
- Short-term disability$1.7M
- Other$1.7M
- Stop-loss$583K
- Dental$458K
- Vision$458K
Sponsor portfolio
FIRST SOURCE EMPLOYEE MANAGEMENT
EIN 27-2037178hospital & health careLatest filing 2025
Plans
2
Retirement
1
$78.6M assets
Welfare
1
$2.7M premiums
Participants
21,308
25000 COUNTRY CLUB BLVD. SUITE 255 - NORTH OLMSTED, OH 44070440-471-1142LinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 12,666 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- RELIASTAR LIFE INSURANCE COMPANY62%
- SUN LIFE ASSURANCE COMPANY OF CANADA21%
- METROPOLITAN LIFE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
73%top
- WILLIS TOWERS WATSON US LLC73%
- STEVEN PAPPADAKES27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIRST SOURCE EMPLOYEE MANAGEMENT RETIREMENT PLAN
401k
Assets$78.6M
Participants8,642
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRST SOURCE WELFARE BENEFIT PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$2.7M
Covered lives12,666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST SOURCE EMPLOYEE MANAGEMENT RETIREMENT PLAN | 401k | $78.6M | 8,642 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRST SOURCE WELFARE BENEFIT PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $2.7M | 12,666 | 2024 |
Retirement plans
Welfare plans