OpenERISA

Plansource Financial Services, INC.

Orlando, FL, 32801

EIN 59-3707284
Plans
13
Total participants
19,588
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in FloridaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Plansource Financial Services, INC. Retirement Savings Plan1,933
2024Form 5500512Plansource Financial Services, INC. Health And Welfare Benefits Plan337
2023Form 5500001Plansource Financial Services, INC. Retirement Savings Plan3,639
2023Form 5500512Plansource Financial Services, INC. Health And Welfare Benefits Plan482
2022Form 5500001Plansource Financial Services, INC. Retirement Savings Plan4,178
2022Form 5500512Plansource Financial Services, INC. Health And Welfare Benefits Plan485
2021Form 5500001Plansource Financial Services, INC. Retirement Savings Plan3,833
2021Form 5500512Plansource Financial Services, INC. Health And Welfare Benefits Plan562
2020Form 5500001Plansource Financial Services, INC. Retirement Savings Plan4,139
2020Form 5500501Plansource Financial Services, INC. Medical Plan0
2020Form 5500502Plansource Financial Services, INC. Dental Plan0
2020Form 5500503Plansource Financial Services, INC. Vision Plan0
2020Form 5500504Plansource Financial Services, INC. Life And Add Plan0
2020Form 5500505Plansource Financial Services, INC. Ltd Plan0
2020Form 5500506Plansource Financial Services, INC. Vol Life Plan0
2020Form 5500507Plansource Financial Services, INC. Short-Term Disability Plan0
2020Form 5500508Plansource Financial Services, INC. Voluntary Accident Plan0
2020Form 5500509Plansource Financial Services, INC. Voluntary Critical Illness Plan0
2020Form 5500510Plansource Financial Services, INC. Telehealth Plan0
2020Form 5500511Plansource Financial Services, INC. Legal Plan0

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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