Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$494K
- Stop-loss$487K
- Other$247K
- Vision$240K
- Life$240K
- Short-term disability$240K
- +1 more
Sponsor portfolio
SUMNERONE, INC.
EIN 43-1332770printingLatest filing 2025
Plans
2
Retirement
1
$35.8M assets
Welfare
1
$734K premiums
Participants
888
6717 WALDEMAR AVENUE - ST. LOUIS, MO 63139314-633-8000sumnerone.comLinkedIn201-500 employeesprinting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $734K premiums / 601 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- HCC LIFE INSURANCE COMPANY66%
- METROPOLITAN LIFE INSURANCE COMPANY34%
Broker market share
Schedule A broker compensation
88%top
- MARSH & MCLENNAN AGENCY LLC88%
- ADVOCATE, INC.12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SUMNERONE, INC. 401(K)/PROFIT SHARING PLAN
401k
Assets$35.8M
Participants492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
SUMNERONE, INC. HEALTH & WELFARE PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$734K
Covered lives601
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SUMNERONE, INC. 401(K)/PROFIT SHARING PLAN | 401k | $35.8M | 492 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | SUMNERONE, INC. HEALTH & WELFARE PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $734K | 601 | 2025 |
Retirement plans
Welfare plans