Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$193K
- Life$172K
- Short-term disability$172K
- Long-term disability$172K
- Other$172K
- Vision$28K
Sponsor portfolio
SUMMIT DESIGN AND ENGINEERING SERVICES, INC.
EIN 30-0236228civil engineeringLatest filing 2025
Plans
2
Retirement
1
$26.3M assets
Welfare
1
$393K premiums
Participants
862
320 EXECUTIVE COURT - HILLSBOROUGH, NC 27278919-732-3883summitde.netLinkedIn201-500 employeescivil engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $393K premiums / 703 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- DELTA DENTAL OF CALIFORNIA56%
- HARTFORD LIFE AND ACCIDENT44%
Broker market share
Schedule A broker compensation
47%top
- MARSH & MCLENNAN AGENCY LLC47%
- MCGRIFF INSURANCE SERVICES INC36%
- MOSIAC GROUP SERVICES18%
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 DESIGN AND ENGINEERING SERVICES, INC.
401k
Assets$26.3M
Participants453
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMMIT DESIGN AND ENGINEERING SERVICES, PLLC HEALTH AND WELFARE PLAN
Mixed - DELTA DENTAL OF NORTH CAROLINA
Premiums$393K
Covered lives703
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT DESIGN AND ENGINEERING SERVICES, INC. | 401k | $26.3M | 453 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMMIT DESIGN AND ENGINEERING SERVICES, PLLC HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL OF NORTH CAROLINA | $393K | 703 | 2025 |
Retirement plans
Welfare plans