PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SUMMIT ON-SITE SOLUTIONS, LLC
Sponsor portfolio

SUMMIT ON-SITE SOLUTIONS, LLC

EIN 27-0199570-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$2.4M premiums
Participants
383
11233 SHADOW CREEK PARKWAY, SUITE 303 - PEARLAND, TX 77584314-326-4436LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$5.4M - 279 part#501Fully Insured-$2.4M - 245 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Prescription drug$2.2M
  • Other$285K
  • Life$225K
  • Short-term disability$225K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • DEARBORN LIFE INSURANCE COMPANY2%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • USI INSURANCE SERVICES LLC63%
  • LOCKTON COMPANIES, LLC37%
Total $98K2 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 ON-SITE SOLUTIONS 401(K) PLAN

401k

Assets$5.4M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMMIT ON-SITE SOLUTIONS HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.4M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT ON-SITE SOLUTIONS 401(K) PLAN401k$5.4M2792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMMIT ON-SITE SOLUTIONS HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.4M2452025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica