Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$92K
- Short-term disability$72K
- Long-term disability$72K
- Other$72K
Filings through .
Top hat
Summit Mortgage Corporation
EIN 41-1726353financial servicesLatest filing 2025
Plans
2
Retirement
1
$17.8M assets
Health & Benefits
1
$92K premiums
Participants
293
9600 54TH AVENUE NORTH - SUITE 100 - PLYMOUTH, MN 55442763-390-7200summit-mortgage.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $92K premiums / 235 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SUMMIT MORTGAGE 401(K) RETIREMENT PLAN
401(k)
Assets$17.8M
Participants175
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
SUMMIT MORTGAGE LIFE, LTD AND STD BENEFITS PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$92K
Covered lives235
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUMMIT MORTGAGE 401(K) RETIREMENT PLAN | 401(k) | $17.8M | 175 | 2025 |
- #001 · 401(k) · 2025175
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | SUMMIT MORTGAGE LIFE, LTD AND STD BENEFITS PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $92K | 235 | 2024 |
- #504 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2024235
Retirement plans
Health & Benefits plans