PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Summit Dental Management, S.C.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Summit Dental Management, S.C.

EIN 39-1990304-medical practice-Latest filing 2025
Plans
2
Retirement
1
$75.4M assets
Health & Benefits
1
$389K premiums
Participants
1,256
4607 ROYAL DRIVE - EAU CLAIRE, WI 54701715-833-8755LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401(k)-$75.4M - 689 part#530Mixed-$389K - 567 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN

401(k)

Assets$75.4M
Participants689
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#530

SUMMIT DENTAL CONSULTING EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$389K
Covered lives567
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN401(k)$75.4M6892025
  • SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN$75.4M
    #001 · 401(k) · 2025689

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#530SUMMIT DENTAL CONSULTING EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$389K5672025
  • SUMMIT DENTAL CONSULTING EMPLOYEE BENEFITS PLAN$389K
    #530 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025567
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica