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Sponsor portfolio

PLANSOURCE FINANCIAL SERVICES, INC.

EIN 59-3707284-investment banking-Latest filing 2024
Plans
2
Retirement
1
$80.7M assets
Welfare
1
$729K premiums
Participants
3,721
101 SOUTH GARLAND AVE., SUITE 203 - ORLANDO, FL 32801800-708-0602LinkedIn1001-5000 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$80.7M - 3,364 part#512Mixed-$729K - 439 lives

Benefits portfolio analytics

1 plan / $729K premiums / 439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$729K
  • Dental$323K
  • Vision$323K
  • Life$293K
  • Short-term disability$293K
  • Long-term disability$293K
Total $729K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA44%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA40%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • JANUS ASSOCIATES, INC. DBA BHS3%
Total $729K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • DIGITAL INSURANCE LLC86%
  • CENTRO BENEFITS RESEARCH LLC11%
  • WILLIS TOWERS WATSON US LLC2%
  • PLANSOURCE BENEFITS ADMINISTRATION1%
Total $128K4 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

PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$80.7M
Participants3,364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

PLANSOURCE FINANCIAL SERVICES, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$729K
Covered lives439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN401k$80.7M3,3642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512PLANSOURCE FINANCIAL SERVICES, INC. HEALTH AND WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$729K4392024
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