Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.4M
- Vision$386K
- Life$386K
- Long-term disability$386K
- Other$386K
Sponsor portfolio
SUMMUS GROUP LLC
EIN 33-2576014Latest filing 2025
Plans
2
Retirement
1
$52.5M assets
Welfare
1
$5.8M premiums
Participants
1,195
970 CAMPUS DRIVE - MUNDELEIN, IL 60060847-573-3949
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 704 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
Broker market share
Schedule A broker compensation
100%top
- MCCLONE AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUMMUS 401(K) PLAN
401k
Assets$52.5M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMMUS GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$5.8M
Covered lives704
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMUS 401(K) PLAN | 401k | $52.5M | 676 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMMUS GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $5.8M | 704 | 2025 |
Retirement plans
Welfare plans