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Sponsor portfolioWelfare / HealthEIN 45-2682123

SOURCE 1 SOLUTIONS, INC.

16331 BAY VISTA DRIVE · TAMPA, FL 33760
7275384114
Plans filed
2
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$514K
No prior year
Persons covered
273
No prior year
Total participants
204
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$380K
SOURCE 1 SOLUTIONS INC. EMPLOYEE BENEFIT PLAN
Self-funded89 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY
Plan #502$134K
SOURCE 1 SOLUTIONS, INC. GROUP INSURANCE PLAN
Fully insured184 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$380K32.2%
Dental$134K11.3%
Vision$134K11.3%
Life$134K11.3%
Short-term disability$134K11.3%
Long-term disability$134K11.3%
Other$134K11.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$380K74.0%1189
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$134K26.0%11184

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WWW INSURANCE, LLCST. PETERSBURG, FLPRINCIPAL LIFE INSURANCE COMPANY$10K$0$10K58.2%1
MCGRIFF INSURANCE SERVICES INCGREENSBORO, NCPRINCIPAL LIFE INSURANCE COMPANY$7K$0$7K41.9%1
STHEALTH BENEFIT SOLUTIONS LLCSCOTTSDALE, AZPRINCIPAL LIFE INSURANCE COMPANY$0-$5-$5-0.0%1

History & trajectory

4 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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