Form 5500 · Employee benefit plan · PHOENIX, AZ
THE MONEY SOURCE INC.
THE MONEY SOURCE INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is TMS INSURANCE LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-3412303 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Vision | 585 | December | $278,595 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 30 | December | $5,857 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 11 | December | $5,582 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 15 | December | $5,291 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 12 | December | $4,079 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 6 | December | $2,269 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 21 | December | $704 |
Questions
Who is THE MONEY SOURCE INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE MONEY SOURCE INC.'s broker of record is TMS INSURANCE LLC.
What insurance carrier does THE MONEY SOURCE INC. use?
THE MONEY SOURCE INC.'s benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does THE MONEY SOURCE INC.'s group plan renew?
The most recent Schedule A policy period for THE MONEY SOURCE INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE MONEY SOURCE INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.