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Sponsor portfolio

SOURCEHOV TAX, LLC

EIN 75-2010265-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$2.5M premiums
Participants
474
4150 INTERNATIONAL PLAZA, SUITE 650 - FORT WORTH, TX 76116817-732-5496sourcehov.comLinkedIn10001+ employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$17.0M - 271 part#501Fully Insured-$2.5M - 329 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 329 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Prescription drug$2.3M
  • Other$187K
  • Vision$182K
  • Life$182K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $85K1 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

SOURCEHOV TAX, LLC 401(K) PLAN

401k

Assets$17.0M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOURCEHOV TAX, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.5M
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOURCEHOV TAX, LLC 401(K) PLAN401k$17.0M2712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOURCEHOV TAX, LLC HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.5M3292025
Retirement plans
Welfare plans
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