Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$471K
- Vision$471K
- Life$471K
- Short-term disability$471K
- Long-term disability$471K
- Other$471K
- +2 more
Sponsor portfolio
SUMMA GROUP, LLC
EIN 26-4289689Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$708K premiums
Participants
880
1485 EAST SAM HOUSTON PARKWAY SOUTH, SUITE 160 - PASADENA, TX 77503713-524-2768
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $708K premiums / 288 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA66%
- KAISER FOUNDATION HEALTH PLAN INC34%
Broker market share
Schedule A broker compensation
100%top
- HIGHPOINT INSURANCE GROUP, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SUMMA GROUP RETIREMENT SAVINGS PLAN
401k
Assets$11.8M
Participants592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMMA GROUP LLC HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$708K
Covered lives288
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUMMA GROUP RETIREMENT SAVINGS PLAN | 401k | $11.8M | 592 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMMA GROUP LLC HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $708K | 288 | 2025 |
Retirement plans
Welfare plans