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Sponsor portfolio

SUMMIT MEDICAL CENTER, LLC

EIN 27-0826862-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$2.5M premiums
Participants
310
1800 S RENAISSANCE BLVD - EDMOND, OK 73013405-359-2400
Plans on this EIN
2 filings
#001401k-$6.9M - 187 part#501Fully Insured-$2.5M - 331 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 331 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Life$172K
  • Short-term disability$172K
  • Long-term disability$172K
  • Other$172K
  • Dental$167K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • DEARBORN LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA6%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • RELATION INSURANCE SERVICES OF CA99%
  • GIS BENEFITS INC1%
Total $155K2 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 MEDICAL CENTER, LLC 401(K) PLAN

401k

Assets$6.9M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMMIT MEDICAL CENTER MEDICAL PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$2.5M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT MEDICAL CENTER, LLC 401(K) PLAN401k$6.9M1872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMMIT MEDICAL CENTER MEDICAL PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$2.5M3312025
Retirement plans
Welfare plans
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