Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$110K
- Long-term disability$110K
- Other$110K
- Vision$27K
Sponsor portfolio
SUMMIT PARTNERS, LP
EIN 04-3478657venture capital & private equityLatest filing 2025
Plans
2
Retirement
1
$112.5M assets
Welfare
1
$136K premiums
Participants
592
222 BERKLEY STREET - BOSTON, MA 02116617-824-1000summitpartners.comLinkedIn51-200 employeesventure capital & private equity
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $136K premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY81%
- VISION SERVICE PLAN19%
Broker market share
Schedule A broker compensation
68%top
- COBBS ALLEN & HALL INC68%
- GIS BENEFITS INC32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN
401k
Assets$112.5M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMMIT PARTNERS, LP HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$136K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | 401k | $112.5M | 382 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMMIT PARTNERS, LP HEALTH AND WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $136K | 210 | 2025 |
Retirement plans
Welfare plans