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Sponsor portfolioTH

SCANSOURCE, INC.

EIN 57-0965380-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$225.4M assets
Welfare
1
$2.0M premiums
Participants
3,274
#6 LOGUE COURT, SUITE G - GREENVILLE, SC 29615864-286-4447scansource.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001ProfitSharing-$225.4M - 1,872 part#503Mixed-$2.0M - 943 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 943 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$922K
  • Other$306K
  • Life$284K
  • Short-term disability$236K
  • Long-term disability$236K
  • Vision$211K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • KAISER FOUNDATION HEALTH PLAN INC47%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA28%
  • RELIASTAR LIFE INSURANCE COMPANY14%
  • VISION SERVICE PLAN11%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • ALLIANT INSURANCE SERVICES, INC.71%
  • WILLIS TOWERS WATSON US LLC27%
  • PLANSOURCE BENEFITS ADMINISTRATION2%
Total $161K3 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

SCANSOURCE, INC. 401(K) PLAN

ProfitSharing

Assets$225.4M
Participants1,872
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SCANSOURCE, INC. WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.0M
Covered lives943
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCANSOURCE, INC. 401(K) PLANProfitSharing$225.4M1,8722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SCANSOURCE, INC. WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$2.0M9432025
Retirement plans
Welfare plans
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