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Sponsor portfolioWelfare / HealthEIN 20-0560298

REALSOURCE MANAGEMENT, LLC

2089 E. FORT UNION BLVD · SALT LAKE CITY, UT 84121
8016012736
Plans filed
1
Years active
2017–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$717K
No prior year
Persons covered
172
No prior year
Total participants
136
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$717K
REALSOURCE MANAGEMENT LLC WELFARE PLAN
Fully insured172 covered·5 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$580K77.2%
Other$91K12.2%
Life$35K4.6%
Long-term disability$26K3.5%
Vision$11K1.5%
Dental$7K1.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
H
$580K81.0%11123
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$87K12.2%14136
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$31K4.3%1178
EYEMED VISION CARE
EIN 430949844
V
$11K1.6%11172
HUMANA INSURANCE COMPANY
EIN 390714280
D
$7K1.0%11122

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GBS BENEFITS INCSALT LAKE CITY, UTEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE COMPA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$55K$3K$59K87.8%1
EMPLOYEE NAVIGATOR, LLCSALT LAKE CITY, UTTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$6K$0$6K8.6%1
GBS BENEFITS INS AGENCYSOUTH SALT LAKE, UTTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$2K$485$2K3.0%1
GBS BENEFITS INSURANCE AGENCYSOUTH SALT LAKE, UTHUMANADENTAL INSURANCE COMPANY$363$0$3630.5%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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