Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$519K
- Other$460K
- Life$445K
- Long-term disability$445K
- Vision$45K
Sponsor portfolioTH
SOURCEAMERICA
EIN 52-1007153non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$147.5M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 957 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- METROPOLITAN LIFE INSURANCE COMPANY51%
- RELIANCE STANDARD LIFE INSURANCE COMPANY43%
- EYEMED VISION CARE4%
- ALLONE HEALTH1%
Broker market share
Schedule A broker compensation
99%top
- HAYS COMPANIES, INC.99%
- BROWN & BROWN INSURANCE SERVICES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOURCEAMERICA TAX DEFERRED ANNUITY PLAN
403b
Assets$147.5M
Participants569
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOURCEAMERICA COMBINED HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives957
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOURCEAMERICA TAX DEFERRED ANNUITY PLAN | 403b | $147.5M | 569 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOURCEAMERICA COMBINED HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.0M | 957 | 2025 |
Retirement plans
Welfare plans