PlanOptica

Benefit Source Inc

Mailing address (most recent filing)
25700 SCIENCE PARK DR STE 130
BEACHWOOD, OH 44122
Total comp
$1.1M
Commissions
$515K
Fees
$598K
Filings
34
Sponsors
34

Benefit Source Inc summary

Benefit Source Inc appears as a broker on 34 Form 5500 Schedule A filings for 34 employer sponsors. Insurers reported $1.1M in commissions and fees paid to Benefit Source Inc. Most client plans are sponsored in OH, IA and VA. The most common carriers in the book are Wellmark BC/BS of South Dakota, Unitedhealthcare Insurance Company and Siriuspoint America Insurance Company. The largest clients include Didlake, Inc., Eagleridge Energy, LLC and Oakland Nursery, Inc..

Primary-broker plans
13
Covered premium
$20.6M
Market share
0.010%
Of all reported broker comp

Top 13 client plans by premium

Plans where Benefit Source Inc is the primary broker on the latest filing

Top client states

  • OH5 plans
  • IA5 plans
  • VA1 plan
  • TX1 plan
  • AL1 plan

Frequently asked questions

Who uses Benefit Source Inc?
34 employer sponsors list Benefit Source Inc as a broker on Schedule A of Form 5500. The largest clients include Didlake, Inc., Eagleridge Energy, LLC, Oakland Nursery, Inc., Ricks Ranchwear, Inc. and Best Veterinary Solutions, Inc.. Most client plans are sponsored in OH, IA and VA.
How many employer plans does Benefit Source Inc serve?
Benefit Source Inc appears on 34 Schedule A filings for 34 employer health and benefits plan sponsors.
How much does Benefit Source Inc earn?
Insurers reported $1.1M in total compensation paid to Benefit Source Inc: $515K in commissions and $598K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

See 7 Benefit Source Inc analytics panels with Pro.
Pro unlocks:
  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-13 of 13 sponsors where Benefit Source Inc is the primary broker (latest filing per plan).

See 13 client plans with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • Every client plan on this book
  • Sponsor and plan names
  • Premium and broker pay per plan
  • Carrier on each plan