PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SUMMIT ORTHOPEDICS, LTD
Sponsor portfolio

SUMMIT ORTHOPEDICS, LTD

EIN 41-1762331-medical practice-Latest filing 2025
Plans
3
Retirement
2
$157.3M assets
Welfare
1
$1.6M premiums
Participants
2,617
710 COMMERCE DRIVE, SUITE 200 - WOODBURY, MN 55125651-968-5200summitortho.comLinkedIn501-1000 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$153.3M - 1,503 part#004CashBalance-$4.0M - 68 part#509Mixed-$1.6M - 1,044 lives

Retirement portfolio analytics

2 plans aggregated / $157.3M assets / 1,571 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PROFIT SHARING PLAN (#002)97%
  • CASH BALANCE PENSION (#004)3%
Total $157.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • CHARLES SCHWAB & CO., INC.97%
  • (Not disclosed)3%
Total $157.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)1,503
  • CASH BALANCE PENSION (#004)68
Total 1,571Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,044 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
  • Vision$36K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY97%
  • EYEMED VISION CARE2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • SETH KALKSTEIN39%
  • KEVIN SPAHN34%
  • E P AMATA25%
  • GALLAGHER BENEFIT SERVICES, INC.1%
  • THOMAS OWENS1%
Total $178K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SUMMIT ORTHOPEDICS, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$153.3M
Participants1,503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SUMMIT ORTHOPEDICS, LTD. CASH BALANCE PENSION PLAN

CashBalance

Assets$4.0M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

SUMMIT HEALTH AND WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives1,044
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUMMIT ORTHOPEDICS, LTD. 401(K) PROFIT SHARING PLAN401k$153.3M1,5032024
004SUMMIT ORTHOPEDICS, LTD. CASH BALANCE PENSION PLANCashBalance$4.0M682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509SUMMIT HEALTH AND WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.6M1,0442025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica