form5500lookup

Form 5500 · Employee benefit plan · VIENNA, VA

SOURCEAMERICA

SOURCEAMERICA's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is RBC CAPITAL MARKETS, LLC. Coverage is written through PRINCIPAL 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 52-1007153 · plan 002 · as of Jul 2026

Participants
569
Carriers on file
1
Disclosed commissions
$6,375
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY559December$6,375

Questions

Who is SOURCEAMERICA's benefits broker?

Per its most recent Form 5500 Schedule A, SOURCEAMERICA's broker of record is RBC CAPITAL MARKETS, LLC.

What insurance carrier does SOURCEAMERICA use?

SOURCEAMERICA's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.

When does SOURCEAMERICA's group plan renew?

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

Where does this data come from?

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