Plan Ledger DOL Form 5500 · updated monthly

The Sourcing Group, LLCbenefits

The Sourcing Group, LLC Health and Welfare Plan · ALISO VIEJO, CA · plan year 2025

Broker compensation reported · 2025
$40,096

The Sourcing Group, LLC's benefits plans covered 222 active participants in 2025, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $40,096 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $181 per covered person, below the median for employer plans that report broker pay. Broker pay fell 17% from $48,311 in 2024.

Insurance contracts · 20253
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 132 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 9 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 268 covered
Brokers & agents paid · 20252
EDGEWOOD PARTNERS INSURANCE CENTER$36,659 · incl $2,208 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 800101793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.