Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$389K
- Short-term disability$389K
- Long-term disability$389K
- Other$389K
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN | 401k | $63.0M | 635 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 530 | SUMMIT DENTAL CONSULTING EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $389K | 567 | 2025 |