Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$354K
- Life$232K
- Short-term disability$232K
- Long-term disability$232K
- +2 more
Sponsor portfolio
THE INSIDE SOURCE, INC.
EIN 94-3214034Wholesale TradeLatest filing 2024
Plans
2
Retirement
1
$34.9M assets
Welfare
1
$2.4M premiums
Participants
808
985 INDUSTRIAL ROAD, SUITE 101 - SAN CARLOS, CA 94070650-637-5411
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 595 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- KAISER FOUNDATION HEALTH PLAN INC73%
- ANTHEM LIFE INSURANCE COMPANY15%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE INSIDE SOURCE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$34.9M
Participants478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE INSIDE SOURCE, INC. WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$2.4M
Covered lives595
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE INSIDE SOURCE, INC. 401(K) PROFIT SHARING PLAN | 401k | $34.9M | 478 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE INSIDE SOURCE, INC. WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC. | $2.4M | 595 | 2024 |
Retirement plans
Welfare plans