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Sponsor portfolio

SOURCE 1 SOLUTIONS INC.

EIN 45-2682123-information technology and services-Latest filing 2025
Plans
3
Retirement
1
$2.4M assets
Welfare
2
$514K premiums
Participants
314
16331 BAY VISTA DRIVE - CLEARWATER, FL 33760727-230-4792source1solutions.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$2.4M - 110 part#501Self Funded-$380K - 89 lives#502Fully Insured-$134K - 184 lives

Benefits portfolio analytics

2 plans / $514K premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$380K
  • Dental$134K
  • Vision$134K
  • Life$134K
  • Short-term disability$134K
  • Long-term disability$134K
  • +1 more
Total $514K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • HM LIFE INSURANCE COMPANY74%
  • PRINCIPAL LIFE INSURANCE COMPANY26%
Total $514K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • WWW INSURANCE, LLC58%
  • MCGRIFF INSURANCE SERVICES INC42%
  • STHEALTH BENEFIT SOLUTIONS LLC-0%
Total $17K3 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

SOURCE 1 SOLUTIONS, INC. 401(K) PLAN

401k

Assets$2.4M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOURCE 1 SOLUTIONS INC. EMPLOYEE BENEFIT PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$380K
Covered lives89
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SOURCE 1 SOLUTIONS, INC. GROUP INSURANCE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$134K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOURCE 1 SOLUTIONS, INC. 401(K) PLAN401k$2.4M1102025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOURCE 1 SOLUTIONS INC. EMPLOYEE BENEFIT PLANSelf FundedHM LIFE INSURANCE COMPANY$380K892025
502SOURCE 1 SOLUTIONS, INC. GROUP INSURANCE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$134K1842025
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