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Sponsor portfolioWelfare / HealthEIN 80-0101793

THE SOURCING GROUP, LLC

92 ARGONAUT · ALISO VIEJO, CA 92656
8008504204
Plans filed
1
Years active
2020–2026
Industry
NAICS 54
Latest filing
2026
Total premiums (latest)
$325K
No prior year
Persons covered
268
No prior year
Total participants
222
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$325K
THE SOURCING GROUP, LLC HEALTH AND WELFARE PLAN
Fully insured268 covered·3 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$129K17.6%
Prescription drug$129K17.6%
Dental$114K15.6%
Vision$114K15.6%
Life$82K11.2%
Long-term disability$82K11.2%
Other$82K11.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$129K39.7%119
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$114K35.1%11132
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$82K25.2%11268

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERNEW YORK, NYKAISER FOUNDATION HEALTH PLAN INC, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, HARTFORD LIFE AND ACCIDENT$34K$2K$37K91.4%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CAKAISER FOUNDATION HEALTH PLAN INC$3K$0$3K8.6%1

History & trajectory

7 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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