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Sponsor portfolio

SUMMIT UTILITIES, INC.

EIN 20-0929645-utilities-Latest filing 2025
Plans
2
Retirement
1
$100.1M assets
Welfare
1
$2.5M premiums
Participants
3,013
10825 E GEDDES AVE., SUITE 410 - CENTENNIAL, CO 80112720-981-2123summitutilities.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
2 filings
#001401k-$100.1M - 1,469 part#501Mixed-$2.5M - 1,538 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 1,538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Life$1.9M
  • Short-term disability$1.9M
  • Long-term disability$1.9M
  • Vision$287K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA79%
  • VISION SERVICE PLAN12%
  • RELIASTAR LIFE INSURANCE COMPANY4%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • ARAG INSURANCE COMPANY1%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • WILLIS TOWERS WATSON US LLC94%
  • ADP INC6%
Total $59K2 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 UTILITIES, INC. 401(K) PLAN

401k

Assets$100.1M
Participants1,469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMMIT UTILITIES, INC. WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.5M
Covered lives1,538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT UTILITIES, INC. 401(K) PLAN401k$100.1M1,4692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMMIT UTILITIES, INC. WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2.5M1,5382025
Retirement plans
Welfare plans
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