Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Dental$275K
- Vision$275K
- Life$275K
- Other$275K
Filings through .
Sponsor portfolio
Source Donor Inc.
EIN 84-2615574Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
1
$4.6M assets
Welfare
2
$2.1M premiums
Participants
1,743
811 BARTON SPRINGS ROAD SUITE 510 - AUSTIN, TX 78704512-699-7553
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.1M premiums / 992 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOURCE DONOR 401(K) PLAN
401(k)
Assets$4.6M
Participants945
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOURCEDONOR MEDICAL PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.8M
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SOURCEDONOR DENTAL, VISION, AND LIFE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$275K
Covered lives655
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOURCE DONOR 401(K) PLAN | 401(k) | $4.6M | 945 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOURCEDONOR MEDICAL PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.8M | 337 | 2025 | |
| 502 | SOURCEDONOR DENTAL, VISION, AND LIFE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $275K | 655 | 2025 |
Retirement plans
Welfare plans