Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Servicesource, Inc.
EIN 54-0901256non-profit organization managementLatest filing 2025
Plans
4
Retirement
2
$175.4M assets
Health & Benefits
2
$22.1M premiums
Participants
10,061
10467 WHITE GRANITE DRIVE - OAKTON, VA 221242763703-461-6000servicesource.orgLinkedIn1001-5000 employeesnon-profit organization management
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $175.4M assets / 7,422 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $22.1M premiums / 2,422 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$20.8M
- Vision$20.8M
- Prescription drug$20.7M
- Health$20.4M
- Short-term disability$1.5M
- Other$1.4M
- +2 more
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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#001
SERVICESOURCE, INC. 403(B) TAX DEFERRED THRIFT RETIREMENT PLAN
403(b)
Assets$146.8M
Participants4,962
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SERVICESOURCE, INC. 401(A) RETIREMENT PLAN
Profit-sharing
Assets$28.6M
Participants2,460
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509
SERVICESOURCE, INC.
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$17.6M
Covered lives2,079
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
FRINGE BENEFIT PLAN FOR DAVIS-BACON AND RELATED ACTS (DBRA) EMPLOYEES OF SERVICESOURCE, INC.
Mixed - CIGNA
Premiums$4.6M
Covered lives343
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SERVICESOURCE, INC. 403(B) TAX DEFERRED THRIFT RETIREMENT PLAN | 403(b) | $146.8M | 4,962 | 2025 |
| #002 | SERVICESOURCE, INC. 401(A) RETIREMENT PLAN | Profit-sharing | $28.6M | 2,460 | 2025 |
- #001 · 403(b) · 20254,962
- #002 · Profit-sharing · 20252,460
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #509 | SERVICESOURCE, INC. | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $17.6M | 2,079 | 2025 |
| #510 | FRINGE BENEFIT PLAN FOR DAVIS-BACON AND RELATED ACTS (DBRA) EMPLOYEES OF SERVICESOURCE, INC. | Mixed | CIGNA | $4.6M | 343 | 2025 |
- SERVICESOURCE, INC.$17.6M#509 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 20252,079
- #510 · Mixed · CIGNA · 2025343
Retirement plans
Health & Benefits plans