Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Dental$2.8M
- Prescription drug$2.8M
- Life$62K
- Other$62K
- Vision$39K
- +1 more
Sponsor portfolio
1ST SUMMIT BANCORP
EIN 25-1619855bankingLatest filing 2025
Plans
2
Retirement
1
$24.2M assets
Welfare
1
$2.9M premiums
Participants
493
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 406 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
- AMERICAN UNITED LIFE INSURANCE COMPANY1%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
90%top
- EMERSON REID LLC90%
- THE JAMES B OSWALD COMPANY9%
- CBIZ BENEFITS & INSURANCE SERVICES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
1ST SUMMIT BANCORP CAPITAL ACCUMULATION PLAN
401k
Assets$24.2M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
1ST SUMMIT BANCORP HEALTH & WELFARE BENEFIT PLAN
Fully Insured - HIGHMARK
Premiums$2.9M
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 1ST SUMMIT BANCORP CAPITAL ACCUMULATION PLAN | 401k | $24.2M | 311 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | 1ST SUMMIT BANCORP HEALTH & WELFARE BENEFIT PLAN | Fully Insured | HIGHMARK | $2.9M | 406 | 2025 |
Retirement plans
Welfare plans