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Sponsor portfolio

AMERICAN ONE SOURCE, INC

EIN 71-0934616-human resources-Latest filing 2024
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$3.6M premiums
Participants
1,381
900 AUSTIN AVENUE, SUITE 600 - WACO, TX 76701254-751-0156aospeo.comLinkedIn201-500 employeeshuman resources
Plans on this EIN
2 filings
#001401k-$7.4M - 981 part#501Fully Insured-$3.6M - 429 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 429 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$299K
  • Vision$272K
  • Life$170K
  • Other$170K
  • Short-term disability$168K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • AETNA LIFE INSURANCE COMPANY8%
  • AMERITAS LIFE INSURANCE CORP.5%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • USI INSURANCE SERVICES LLC46%
  • THE NITSCHE GROUP INC29%
  • OS BENEFITS INC25%
Total $193K3 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

AMERICAN ONE SOURCE, INC MEP 401(K) PLAN

401k

Assets$7.4M
Participants981
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN ONE SOURCE, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN ONE SOURCE, INC MEP 401(K) PLAN401k$7.4M9812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN ONE SOURCE, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.6M4292024
Retirement plans
Welfare plans
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