Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.8M
- Dental$4.5M
- Vision$4.5M
- Other$72K
- Life$68K
- Long-term disability$54K
- +1 more
Sponsor portfolio
SMART SOURCE LLC
EIN 54-2104343real estateLatest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$4.9M premiums
Participants
457
515 NORTH FLAGLER DRIVE, SUITE 2050 - WEST PALM BEACH, FL 33401800-232-5004smartsourcehomes.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.9M premiums / 260 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- HAWAII MEDICAL SERVICE ASSOCIATION3%
- KAISER FOUNDATION HEALTH PLAN INC2%
Broker market share
Schedule A broker compensation
55%top
- MARSH & MCLENNAN AGENCY LLC55%
- MCGRIFF INSURANCE SERVICES INC45%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMART SOURCE 401(K) & PROFIT SHARING PLAN
401k
Assets$10.9M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMART SOURCE LLC WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.9M
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMART SOURCE 401(K) & PROFIT SHARING PLAN | 401k | $10.9M | 263 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMART SOURCE LLC WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.9M | 260 | 2025 |
Retirement plans
Welfare plans