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Sponsor portfolioTH

THE SUMMIT CENTER INC.

EIN 16-1095750-primary/secondary education-Latest filing 2025
Plans
3
Retirement
1
$32.5M assets
Welfare
2
$4.5M premiums
Participants
1,849
150 STAHL RD - GETZVILLE, NY 140681231716-629-3400thesummitcenter.orgLinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
3 filings
#003401k-$32.5M - 696 part#502Fully Insured-$4.4M - 377 lives#503Fully Insured-$109K - 757 lives

Benefits portfolio analytics

2 plans / $4.5M premiums / 1,134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$239K
  • Vision$239K
  • Other$239K
  • Life$109K
  • Long-term disability$109K
Total $4.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • INDEPENDENT HEALTH89%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • NOVA HEALTHCARE ADMINISTRATORS, INC.3%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • EMS FINANCIAL SERVICES LLC82%
  • JAMES R NELLIGAN & ASSOCIATES LLC18%
Total $107K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE SUMMIT CENTER 401(K) PLAN

401k

Assets$32.5M
Participants696
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE SUMMIT CENTER HEALTH INSURANCE PLAN

Fully Insured - INDEPENDENT HEALTH

Premiums$4.4M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE SUMMIT CENTER LONG TERM DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$109K
Covered lives757
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE SUMMIT CENTER 401(K) PLAN401k$32.5M6962024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE SUMMIT CENTER HEALTH INSURANCE PLANFully InsuredINDEPENDENT HEALTH$4.4M3772025
503THE SUMMIT CENTER LONG TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$109K7572025
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