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Sponsor portfolio

1ST SOURCE CORPORATION

EIN 35-1068133-human resources-Latest filing 2024
Plans
2
Retirement
1
$268.0M assets
Welfare
1
$1.3M premiums
Participants
2,684
100 NORTH MICHIGAN STREET - SOUTH BEND, IN 466011630574-235-26641st-source.comLinkedIn1-10 employeeshuman resources
Plans on this EIN
2 filings
#003ESOP-$268.0M - 1,476 part#503Mixed-$1.3M - 1,240 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$989K
  • Short-term disability$989K
  • Long-term disability$989K
  • Vision$113K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA75%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • UNITEDHEALTHCARE INSURANCE COMPANY9%
  • ALLONE HEALTH2%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $156K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

1ST SOURCE CORPORATION EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN

ESOP

Assets$268.0M
Participants1,476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

1ST SOURCE CORPORATION COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.3M
Covered lives1,240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
0031ST SOURCE CORPORATION EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLANESOP$268.0M1,4762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
5031ST SOURCE CORPORATION COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.3M1,2402024
Retirement plans
Welfare plans
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