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Sponsor portfolio

SOURCE4SOLUTIONS, LLC

EIN 27-2096985-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$4.4M premiums
Participants
112,628
800 KINGS HIGHWAY NORTH, SUITE 405 - CHERRY HILL, NJ 08034865-458-7216
Plans on this EIN
2 filings
#001401k-$10.2M - 111,833 part#501Fully Insured-$4.4M - 795 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 795 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$4.0M
  • Vision$4.0M
  • Prescription drug$4.0M
  • Life$343K
  • Short-term disability$343K
  • +2 more
Total $4.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
Total $4.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS59%
  • WILLIS TOWERS WATSON US LLC24%
  • THE BALDWIN GROUP WEST LLC16%
Total $365K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.2M
Participants111,833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOURCE4SOLUTIONS HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.4M
Covered lives795
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$10.2M111,8332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOURCE4SOLUTIONS HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.4M7952025
Retirement plans
Welfare plans
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