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Sponsor portfolio

SUMMIT CASING SERVICES, LLC

EIN 16-1714497-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$974K premiums
Participants
273
6575 CORPORATION PARKWAY - FORT WORTH, TX 76126817-529-2400
Plans on this EIN
2 filings
#001401k-$2.8M - 146 part#501Fully Insured-$974K - 169 lives

Benefits portfolio analytics

1 plan / $974K premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$902K
  • Dental$888K
  • Other$62K
  • Life$47K
  • Short-term disability$47K
  • Long-term disability$47K
  • +1 more
Total $974K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SYMETRA LIFE INSURANCE COMPANY6%
  • HEALTHIEST YOU1%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $974K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $76K1 slice

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 CASING SERVICES, LLC 401(K) PLAN

401k

Assets$2.8M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMMIT CASING SERVICES HEALTH & WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$974K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT CASING SERVICES, LLC 401(K) PLAN401k$2.8M1462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMMIT CASING SERVICES HEALTH & WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$974K1692025
Retirement plans
Welfare plans
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