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Sponsor portfolio

SUMMITT TRUCKING, LLC

EIN 35-2121533-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
$570K premiums
Participants
473
P O BOX 339 - CLARKSVILLE, IN 47129812-285-7777summitt.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$2.0M - 298 part#501Mixed-$570K - 175 lives

Benefits portfolio analytics

1 plan / $570K premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$570K
  • Dental$310K
  • Vision$310K
  • Life$310K
  • Short-term disability$310K
  • Long-term disability$310K
  • +1 more
Total $570K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA54%
  • HCC LIFE INSURANCE COMPANY46%
Total $570K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $57K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SUMMITT TRUCKING, LLC 401(K) PLAN

401k

Assets$2.0M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMMITT TRUCKING, LLC WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$570K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMITT TRUCKING, LLC 401(K) PLAN401k$2.0M2982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMMITT TRUCKING, LLC WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$570K1752025
Retirement plans
Welfare plans
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