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Sponsor portfolioTH

SERVICESOURCE, INC.

EIN 54-0901256-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$149.6M assets
Welfare
2
$21.9M premiums
Participants
9,106
10467 WHITE GRANITE DRIVE - OAKTON, VA 22124703-461-6000servicesource.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
4 filings
#001403b-$124.5M - 4,694 part#002ProfitSharing-$25.1M - 1,643 part#509Fully Insured-$17.6M - 2,079 lives#510Mixed-$4.3M - 345 lives

Retirement portfolio analytics

2 plans aggregated / $149.6M assets / 6,337 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • THRIFT RETIREMENT PLAN (#001)83%
  • 401(A) RETIREMENT PLAN (#002)17%
Total $149.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THRIFT RETIREMENT PLAN (#001)4,694
  • 401(A) RETIREMENT PLAN (#002)1,643
Total 6,337Click row to drill in

Benefits portfolio analytics

2 plans / $21.9M premiums / 2,424 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$16.2M
  • Dental$16.2M
  • Vision$16.2M
  • Prescription drug$16.2M
  • Other$1.4M
  • Life$1.2M
  • +2 more
Total $17.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • STANDARD INSURANCE COMPANY7%
Total $17.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $54K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SERVICESOURCE, INC. 403(B) TAX DEFERRED THRIFT RETIREMENT PLAN

403b

Assets$124.5M
Participants4,694
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SERVICESOURCE, INC. 401(A) RETIREMENT PLAN

ProfitSharing

Assets$25.1M
Participants1,643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

SERVICESOURCE, INC.

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$17.6M
Covered lives2,079
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

FRINGE BENEFIT PLAN FOR DAVIS-BACON AND RELATED ACTS (DBRA) EMPLOYEES OF SERVICESOURCE, INC.

Mixed - CIGNA

Premiums$4.3M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SERVICESOURCE, INC. 403(B) TAX DEFERRED THRIFT RETIREMENT PLAN403b$124.5M4,6942024
002SERVICESOURCE, INC. 401(A) RETIREMENT PLANProfitSharing$25.1M1,6432024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
509SERVICESOURCE, INC.Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$17.6M2,0792025
510FRINGE BENEFIT PLAN FOR DAVIS-BACON AND RELATED ACTS (DBRA) EMPLOYEES OF SERVICESOURCE, INC.MixedCIGNA$4.3M3452024
Retirement plans
Welfare plans
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