Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SUMMA HEALTH
EIN 34-1887844hospital & health careLatest filing 2024
Plans
4
Retirement
2
$1.04B assets
Welfare
2
$7.0M premiums
Participants
21,905
1077 GORGE BLVD - AKRON, OH 443092090234-312-5867summahealth.orgLinkedIn5001-10000 employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $1.04B assets / 13,641 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $7.0M premiums / 11,063 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.6M
- Life$1.3M
- Vision$1.2M
- Long-term disability$708K
- Other$198K
Carrier market share
Premium dollars by Schedule A carrier
52%top
- DELTA DENTAL OF CALIFORNIA52%
- RELIANCE STANDARD LIFE INSURANCE COMPANY30%
- VISION SERVICE PLAN17%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
83%top
- MARSH & MCLENNAN AGENCY LLC83%
- TENCODE BENEFITS LLC15%
- WORKPLACE SOLUTIONS, INC.1%
- PREMIER INSURANCE MGMT SERVICES INC0%
- PREMIER INSURANCE MANAGEMENT0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SUMMA HEALTH 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$855.2M
Participants8,038
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
SUMMA HEALTH RETIREMENT INCOME PLAN AND TRUST
TraditionalDB
Assets$184.0M
Participants5,603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
SUMMA HEALTH WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF OHIO
Premiums$7.0M
Covered lives11,063
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
SUMMA HEALTH SYSTEM HOSPITALS PRE-TAX DEDUCTION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SUMMA HEALTH 403(B) RETIREMENT SAVINGS PLAN | 403b | $855.2M | 8,038 | 2024 | |
| 010 | SUMMA HEALTH RETIREMENT INCOME PLAN AND TRUST | TraditionalDB | $184.0M | 5,603 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | SUMMA HEALTH WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF OHIO | $7.0M | 11,063 | 2024 | |
| 514 | SUMMA HEALTH SYSTEM HOSPITALS PRE-TAX DEDUCTION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans