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Sponsor portfolio

INSOURCE TECHNOLOGIES, INC.

EIN 34-1847713-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$261K premiums
Participants
393
12124 CO RD 111 - PAULDING, OH 458799000419-399-3600insource.techLinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$11.0M - 238 part#503Mixed-$261K - 336 lives

Benefits portfolio analytics

1 plan / $261K premiums / 336 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$261K
  • Vision$261K
  • Life$261K
  • Short-term disability$261K
  • Long-term disability$261K
  • Other$261K
Total $261K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $261K1 slice

Broker market share

Schedule A broker compensation

Split broker
80%top
  • PHELAN INSURANCE AGENCY, INC.80%
  • CORNERSTONE BROKER INS SERVICES20%
Total $39K2 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

INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN

401k

Assets$11.0M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

INSOURCE TECHNOLOGIES, INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$261K
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN401k$11.0M2382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503INSOURCE TECHNOLOGIES, INC. HEALTH & WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$261K3362025
Retirement plans
Welfare plans
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