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Sponsor portfolioTH

SUMMIT DENTAL MANAGEMENT, S.C.

EIN 39-1990304-medical practice-Latest filing 2025
Plans
2
Retirement
1
$63.0M assets
Welfare
1
$389K premiums
Participants
1,202
4607 ROYAL DRIVE - EAU CLAIRE, WI 54701715-833-8755LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$63.0M - 635 part#530Mixed-$389K - 567 lives

Benefits portfolio analytics

1 plan / $389K premiums / 567 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$389K
  • Short-term disability$389K
  • Long-term disability$389K
  • Other$389K
Total $389K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $389K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SPECTRUM BENEFIT SOLUTIONS100%
Total $17K1 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

SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN

401k

Assets$63.0M
Participants635
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530

SUMMIT DENTAL CONSULTING EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$389K
Covered lives567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN401k$63.0M6352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
530SUMMIT DENTAL CONSULTING EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$389K5672025
Retirement plans
Welfare plans
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