Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$278K
- Health$222K
- Dental$222K
- Vision$222K
- Prescription drug$222K
- Life$50K
- +2 more
Sponsor portfolio
SOURCE GLOBAL, PBC
EIN 47-2200450renewables & environmentLatest filing 2025
Plans
2
Retirement
1
$1.3M assets
Welfare
1
$278K premiums
Participants
169
1465 NORTH SCOTTSDALE ROAD, SUITE 600 - SCOTTSDALE, AZ 85257251-277-1662source.coLinkedIn51-200 employeesrenewables & environment
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $278K premiums / 98 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
- LIFE INSURANCE COMPANY OF NORTH AMERICA18%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
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 GLOBAL, PBC 401(K) PLAN
401k
Assets$1.3M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOURCE GLOBAL, PBC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$278K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOURCE GLOBAL, PBC 401(K) PLAN | 401k | $1.3M | 93 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOURCE GLOBAL, PBC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $278K | 98 | 2025 |
Retirement plans
Welfare plans