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Sponsor portfolio

SUMMIT 7 SYSTEMS, LLC

EIN 27-1467561-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$334K premiums
Participants
515
2 PARADE STREET - HUNTSVILLE, AL 35806256-585-6868
Plans on this EIN
2 filings
#001401k-$8.5M - 244 part#502Mixed-$334K - 532 lives

Benefits portfolio analytics

1 plan / $334K premiums / 532 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$180K
  • Vision$180K
  • Other$154K
  • Life$145K
  • Short-term disability$145K
  • Long-term disability$145K
Total $334K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • AMERITAS LIFE INSURANCE CORP.54%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
Total $334K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • COBBS ALLEN & HALL INC73%
  • GIS BENEFITS INC27%
  • TRUASSURE INSURANCE COMPANY0%
Total $68K3 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 7 SYSTEMS 401(K) PLAN

401k

Assets$8.5M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SUMMIT 7 SYSTEMS, LLC HEALTH & WELFARE PLAN

Mixed - AMERITAS LIFE INSURANCE CORP.

Premiums$334K
Covered lives532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT 7 SYSTEMS 401(K) PLAN401k$8.5M2442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SUMMIT 7 SYSTEMS, LLC HEALTH & WELFARE PLANMixedAMERITAS LIFE INSURANCE CORP.$334K5322025
Retirement plans
Welfare plans
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