Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$621K
- Dental$621K
- Vision$621K
- Prescription drug$621K
- Life$36K
- Short-term disability$36K
- +2 more
Sponsor portfolio
SUMMERS OF KOKOMO, INC.
EIN 45-4090526individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$657K premiums
Participants
300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $657K premiums / 172 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- ANTHEM LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
98%top
- GIBSON INSURANCE AGENCY, INC.98%
- INDIANA CHAMBER INSURANCE AGENCY2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUMMERS OF KOKOMO, INC. 401(K) PLAN
401k
Assets$2.1M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMMERS OF KOKOMO, INC. HEALTH AND WELFARE PLAN
Fully Insured - ANTHEM INSURANCE COMPANIES, INC.
Premiums$657K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMERS OF KOKOMO, INC. 401(K) PLAN | 401k | $2.1M | 159 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMMERS OF KOKOMO, INC. HEALTH AND WELFARE PLAN | Fully Insured | ANTHEM INSURANCE COMPANIES, INC. | $657K | 172 | 2025 |
Retirement plans
Welfare plans