Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$519K
- Other$460K
- Life$445K
- Long-term disability$445K
- Vision$45K
Filings through .
Top hat
Sourceamerica
EIN 52-1007153non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$147.5M assets
Health & Benefits
1
$1.0M premiums
Participants
1,046
8401 OLD COURTHOUSE RD - VIENNA, VA 221823820571-226-4563sourceamerica.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.0M premiums / 957 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SOURCEAMERICA TAX DEFERRED ANNUITY PLAN
403(b)
Assets$147.5M
Participants569
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOURCEAMERICA COMBINED HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives957
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOURCEAMERICA TAX DEFERRED ANNUITY PLAN | 403(b) | $147.5M | 569 | 2025 |
- #002 · 403(b) · 2025569
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SOURCEAMERICA COMBINED HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.0M | 957 | 2025 |
- #501 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025957
Retirement plans
Health & Benefits plans