Form 5500 · Employee benefit plan · ALISO VIEJO, CA
THE SOURCING GROUP
Public Form 5500 records show how THE SOURCING GROUP (ALISO VIEJO, CA) structures its employee benefits. Its broker of record is MORGAN STANLEY SMITH BARNEY. Coverage is written through VOYA RETIREMENT INSURANCE & ANNUITY CO. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0101793 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY CO | — | 145 | December | $32,163 |
Questions
Who is THE SOURCING GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, THE SOURCING GROUP's broker of record is MORGAN STANLEY SMITH BARNEY.
What insurance carrier does THE SOURCING GROUP use?
THE SOURCING GROUP's benefit plan is written through VOYA RETIREMENT INSURANCE & ANNUITY CO.
When does THE SOURCING GROUP's group plan renew?
The most recent Schedule A policy period for THE SOURCING GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE SOURCING GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.