Form 5500 · Employee benefit plan · SCOTTSDALE, AZ
SOURCE GLOBAL, PBC
SOURCE GLOBAL, PBC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2200450 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision | 168 | December | $24,072 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 111 | December | $183 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 111 | December | $0 |
Questions
Who is SOURCE GLOBAL, PBC's benefits broker?
Per its most recent Form 5500 Schedule A, SOURCE GLOBAL, PBC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SOURCE GLOBAL, PBC use?
SOURCE GLOBAL, PBC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does SOURCE GLOBAL, PBC's group plan renew?
The most recent Schedule A policy period for SOURCE GLOBAL, PBC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOURCE GLOBAL, PBC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.