Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$92K
- Short-term disability$72K
- Long-term disability$72K
- Other$72K
Sponsor portfolioTH
SUMMIT MORTGAGE CORPORATION
EIN 41-1726353financial servicesLatest filing 2024
Plans
2
Retirement
1
$17.8M assets
Welfare
1
$92K premiums
Participants
309
9600 54TH AVENUE NORTH - SUITE 100 - PLYMOUTH, MN 55442763-390-7200summit-mortgage.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $92K premiums / 235 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
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 MORTGAGE 401(K) RETIREMENT PLAN
401k
Assets$17.8M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
SUMMIT MORTGAGE LIFE, LTD AND STD BENEFITS PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$92K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT MORTGAGE 401(K) RETIREMENT PLAN | 401k | $17.8M | 191 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans