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Sponsor portfolio

SUMMIT HANDLING SYSTEMS INC.

EIN 06-0789485-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$764K premiums
Participants
352
11 DEFCO PARK ROAD, PO BOX 522 - NORTH HAVEN, CT 06473203-239-5351
Plans on this EIN
2 filings
#001401k-$11.8M - 173 part#509Fully Insured-$764K - 348 lives

Benefits portfolio analytics

1 plan / $764K premiums / 348 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$664K
  • Dental$75K
  • Life$14K
  • Vision$10K
Total $764K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • HEALTH NEW ENGLAND, INC.11%
  • ANTHEM LIFE INSURANCE COMPANY3%
Total $764K3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • MDG ASSOCIATES OF CONNECTICUT63%
  • PROFESSIONAL PENSIONS INC33%
  • NEW ENGLAND EMPLOYEE BENEFITS CO3%
Total $93K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SUMMIT HANDLING SYSTEMS, INC.401(K) PROFIT SHARING PLAN

401k

Assets$11.8M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

SUMMIT HANDLING SYSTEMS WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$764K
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT HANDLING SYSTEMS, INC.401(K) PROFIT SHARING PLAN401k$11.8M1732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509SUMMIT HANDLING SYSTEMS WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$764K3482025
Retirement plans
Welfare plans
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