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Sponsor portfolioWelfare / HealthEIN 52-1007153
SOURCEAMERICA
8401 OLD COURTHOUSE ROAD · VIENNA, VA 22182
5712264660
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
957
No prior year
Total participants
477
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$1.0M
SOURCEAMERICA COMBINED HEALTH AND WELFARE PLAN
Mixed957 covered·4 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #506$414K
SOURCEAMERICA DENTAL PLAN
Fully insured872 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$283K
SOURCEAMERICA LIFE, STD AND LTD PLAN
Mixed373 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $519K | 27.1% | |
| Other | $460K | 24.0% | |
| Life | $445K | 23.3% | |
| Long-term disability | $445K | 23.3% | |
| Vision | $45K | 2.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | D | $519K | 50.7% | 1 | 1 | 913 |
EIN 360883760 | LLTDOth | $445K | 43.5% | 1 | 1 | 477 |
EIN 430949844 | V | $45K | 4.4% | 1 | 1 | 957 |
EIN 122345678 | Oth | $15K | 1.4% | 1 | 1 | 438 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HAYS COMPANIES, INC. | MILWAUKEE, WI | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $8K | $8K | 99.3% | 1 |
| BROWN & BROWN INSURANCE SERVICES | ATLANTA, GA | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $51 | $51 | 0.7% | 1 |
History & trajectory
11 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