Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Dental$3.2M
- Vision$3.2M
- Life$3.2M
- Short-term disability$3.2M
- Long-term disability$3.2M
- +2 more
Sponsor portfolio
ALPHA SOURCE LLC
EIN 39-1591039medical devicesLatest filing 2024
Plans
2
Retirement
1
$33.1M assets
Welfare
1
$3.2M premiums
Participants
327
6619 WEST CALUMET RD - MILWAUKEE, WI 53223414-760-4015alphasource.comLinkedIn201-500 employeesmedical devices
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 399 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
49%top
- ALLIANT INSURANCE SERVICES, INC.49%
- BROWN & BROWN INSURANCE SERVICES31%
- MESIROW INSURANCE SERVICES INC20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALPHA SOURCE LLC 401(K) PLAN
401k
Assets$33.1M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALPHA SOURCE INC EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.2M
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALPHA SOURCE LLC 401(K) PLAN | 401k | $33.1M | 327 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALPHA SOURCE INC EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.2M | 399 | 2024 |
Retirement plans
Welfare plans