Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Dental$3.3M
- Vision$3.3M
- Life$288K
- Short-term disability$288K
- Long-term disability$288K
- +1 more
Sponsor portfolio
SUMARIA SYSTEMS, LLC
EIN 04-2770369internetLatest filing 2025
Plans
2
Retirement
1
$41.1M assets
Welfare
1
$3.6M premiums
Participants
1,002
3164 PRESIDENTIAL DRIVE, SUITE 210 - FAIRBORN, OH 45324978-739-4200sumaria.comLinkedIn201-500 employeesinternet
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 679 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
67%top
- ENROLLEASE67%
- DIGITAL INSURANCE LLC24%
- CENTRO BENEFITS RESEARCH LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUMARIA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$41.1M
Participants612
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
SUMARIA SYSTEMS, LLC HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.6M
Covered lives679
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMARIA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | 401k | $41.1M | 612 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | SUMARIA SYSTEMS, LLC HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.6M | 679 | 2025 |
Retirement plans
Welfare plans