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Sponsor portfolio

INNOVIA MEDICAL DBA SUMMIT MEDICAL

EIN 27-3648857-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.0M premiums
Participants
295
815 VIKINGS PARKWAY, SUITE 100 - EAGAN, MN 55121651-789-3937
Plans on this EIN
2 filings
#001401k-$8.5M - 173 part#501Fully Insured-$1.0M - 119 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$877K
  • Dental$75K
  • Vision$56K
  • Life$56K
  • Long-term disability$56K
  • Other$56K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • LOCKTON COMPANIES, LLC61%
  • PROFESSIONAL GROUP PLANS INC39%
Total $75K2 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

INNOVIA MEDICAL 401K PLAN

401k

Assets$8.5M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INNOVIA MEDICAL DBA SUMMIT MEDICAL EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INNOVIA MEDICAL 401K PLAN401k$8.5M1732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INNOVIA MEDICAL DBA SUMMIT MEDICAL EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.0M1192025
Retirement plans
Welfare plans
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