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Sponsor portfolio

DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE

EIN 59-3514333-Latest filing 2025
Plans
2
Retirement
1
$224.2M assets
Welfare
1
$3.2M premiums
Participants
5,368
4800 DEERWOOD CAMPUS PARKWAY - JACKSONVILLE, FL 32246904-791-0937
Plans on this EIN
2 filings
#001401k-$224.2M - 3,152 part#501Mixed-$3.2M - 2,926 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 2,926 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.3M
  • Short-term disability$723K
  • Long-term disability$556K
  • Dental$297K
  • Vision$278K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • USABLE LIFE41%
  • STANDARD INSURANCE COMPANY41%
  • COMBINED INSURANCE COMPANY OF AMERICA9%
  • BLUE CROSS OF CALIFORNIA9%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LINCOLN BENEFITS GROUP100%
Total $136K1 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

DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE 401(K) SAVINGS PLAN

401k

Assets$224.2M
Participants3,152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DIVERSIFIED SERVICE OPTIONS INC WELFARE BENEFITS PLAN

Mixed - USABLE LIFE

Premiums$3.2M
Covered lives2,926
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE 401(K) SAVINGS PLAN401k$224.2M3,1522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DIVERSIFIED SERVICE OPTIONS INC WELFARE BENEFITS PLANMixedUSABLE LIFE$3.2M2,9262025
Retirement plans
Welfare plans
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