Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.7M
- Health$2.5M
- Prescription drug$2.5M
- Life$246K
- Short-term disability$246K
- Long-term disability$246K
- +1 more
Sponsor portfolio
SOURCE ENERGY SERVICES US LP
EIN 35-2487607Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$2.7M premiums
Participants
500
3430 OAKWOOD MALL DRIVE, SUITE 300 - EAU CLAIRE, WI 54701715-579-4598
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 279 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- MEDICA INSURANCE COMPANY90%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
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 GROUP 401(K) PLAN
401k
Assets$7.5M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SOURCE ENERGY SERVICES HEALTH, DENTAL, AND ANCILLARY BENEFITS
Mixed - MEDICA INSURANCE COMPANY
Premiums$2.7M
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOURCE GROUP 401(K) PLAN | 401k | $7.5M | 311 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SOURCE ENERGY SERVICES HEALTH, DENTAL, AND ANCILLARY BENEFITS | Mixed | MEDICA INSURANCE COMPANY | $2.7M | 279 | 2025 |
Retirement plans
Welfare plans