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Form 5500 · Employee benefit plan · BROUSSARD, LA

SAFESOURCE DIRECT, LLC

SAFESOURCE DIRECT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is KESTRA INVESTMENT SERVICES LLC. Coverage is written through TRANSAMERICA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-1303090 · plan 001 · as of Jul 2026

Participants
468
Carriers on file
1
Disclosed commissions
$8,158
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRANSAMERICA LIFE INSURANCE COMPANY163December$8,158

Questions

Who is SAFESOURCE DIRECT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SAFESOURCE DIRECT, LLC's broker of record is KESTRA INVESTMENT SERVICES LLC.

What insurance carrier does SAFESOURCE DIRECT, LLC use?

SAFESOURCE DIRECT, LLC's benefit plan is written through TRANSAMERICA LIFE INSURANCE COMPANY.

When does SAFESOURCE DIRECT, LLC's group plan renew?

The most recent Schedule A policy period for SAFESOURCE DIRECT, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SAFESOURCE DIRECT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.