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Sponsor portfolio

LOYAL SOURCE GOVERNMENT SERVICES, LLC

EIN 30-0564703-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$21.0M assets
Welfare
1
$2.2M premiums
Participants
3,086
12612 CHALLENGER PARKWAY SUITE 365 - ORLANDO, FL 32826407-591-3087loyalsource.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$19.1M - 2,401 part#002ProfitSharing-$1.9M - 72 part#501Fully Insured-$2.2M - 681 lives

Retirement portfolio analytics

2 plans aggregated / $21.0M assets / 2,473 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • GOVERNMENT SERVICES 401(K) (#001)91%
  • SERVICES 401(A) PLAN (#002)9%
Total $21.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GOVERNMENT SERVICES 401(K) (#001)2,401
  • SERVICES 401(A) PLAN (#002)72
Total 2,473Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 681 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$335K
  • Long-term disability$223K
  • Short-term disability$123K
  • Life$118K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY59%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
  • KAISER FOUNDATION HEALTH PLAN INC2%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • GIS BENEFITS INC7%
Total $498K2 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

LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN

401k

Assets$19.1M
Participants2,401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LOYAL SOURCE GOVERNMENT SERVICES 401(A) PLAN

ProfitSharing

Assets$1.9M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOYAL SOURCE GOVERNMENT SERVICES, LLC HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives681
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN401k$19.1M2,4012024
002LOYAL SOURCE GOVERNMENT SERVICES 401(A) PLANProfitSharing$1.9M722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOYAL SOURCE GOVERNMENT SERVICES, LLC HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.2M6812025
Retirement plans
Welfare plans
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