Form 5500 · Employee benefit plan · ALISO VIEJO, CA
THE SOURCING GROUP, LLC
THE SOURCING GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 3 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0101793 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | Health | 11 | November | $14,966 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 278 | February | $13,581 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 142 | February | $10,748 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 24 | December | $6,552 |
Questions
Who is THE SOURCING GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, THE SOURCING GROUP, LLC's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does THE SOURCING GROUP, LLC use?
THE SOURCING GROUP, LLC's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 4 disclosed carriers.
When does THE SOURCING GROUP, LLC's group plan renew?
The most recent Schedule A policy period for THE SOURCING GROUP, LLC ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE SOURCING GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.