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Original filing (PDF)20250715082318NAL0002601024001
SOURCE 1 SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
SOURCE 1 SOLUTIONS INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
76
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOURCE 1 SOLUTIONS, INC..
Plan sponsor
Name
SOURCE 1 SOLUTIONS, INC.
EIN
45-2682123
Address
16331 BAY VISTA DRIVE · TAMPA, FL · 33760
Phone
(727) 538-4114
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES (FL) | — | ORLANDO, FL | BROKER | $42K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $18K | — |
| ONEDIGITAL (RIVERVIEW, FL) | 58-2522668 | — | BROKER | $55 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | 16-1264154 | — | ADMIN | $8K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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