Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$169K
- Vision$148K
- Life$148K
- Long-term disability$148K
- +1 more
Sponsor portfolioTH
SUMMIT BANK
EIN 41-2114771bankingLatest filing 2025
Plans
3
Retirement
1
$12.3M assets
Welfare
2
$3.0M premiums
Participants
456
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $3.0M premiums / 380 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- PACIFICSOURCE HEALTH PLANS89%
- PRINCIPAL LIFE INSURANCE COMPANY10%
- WILLAMETTE DENTAL INSURANCE, INC.1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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 BANK 401(K) PROFIT SHARING PLAN
401k
Assets$12.3M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SUMMIT BANK HEALTH AND WELFARE PLAN
Fully Insured - PACIFICSOURCE HEALTH PLANS
Premiums$1.5M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SUMMIT BANK HEALTH AND WELFARE PLAN
Fully Insured - PROVIDENCE HEALTH PLAN
Premiums$1.5M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT BANK 401(K) PROFIT SHARING PLAN | 401k | $12.3M | 191 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SUMMIT BANK HEALTH AND WELFARE PLAN | Fully Insured | PACIFICSOURCE HEALTH PLANS | $1.5M | 192 | 2025 | |
| 501 | SUMMIT BANK HEALTH AND WELFARE PLAN | Fully Insured | PROVIDENCE HEALTH PLAN | $1.5M | 188 | 2024 |
Retirement plans
Welfare plans