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Sponsor portfolio

PERSONNEL OUTSOURCE SOLUTIONS

EIN 56-2198979-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$5.9M premiums
Participants
1,649
114 EAST GORDON STREET - KINSTON, NC 28501252-527-8367personneloutsource.comLinkedIn11-50 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$2.8M - 499 part#501Fully Insured-$5.9M - 1,472 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 1,472 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Dental$5.8M
  • Vision$5.8M
  • Prescription drug$5.8M
  • Life$130K
  • Short-term disability$130K
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • HARTFORD LIFE AND ACCIDENT2%
Total $5.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • JONATHAN W. COOPER71%
  • RELATION INSURANCE SERVICES OF CA17%
  • MOSAIC GROUP SERVICES10%
  • USI INSURANCE SERVICES LLC2%
Total $82K4 slices

Plan deep-dives

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

PERSONNEL OUTSOURCE 401(K) PLAN

401k

Assets$2.8M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PERSONNEL OUTSOURCE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$5.9M
Covered lives1,472
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERSONNEL OUTSOURCE 401(K) PLAN401k$2.8M4992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PERSONNEL OUTSOURCE HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$5.9M1,4722025
Retirement plans
Welfare plans
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