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Sponsor portfolio

SUMMITMEDIA, LLC

EIN 46-1715921-marketing and advertising-Latest filing 2025
Plans
4
Retirement
1
$18.1M assets
Welfare
3
$2.0M premiums
Participants
667
2700 CORPORATE DRIVE, SUITE 115 - BIRMINGHAM, AL 35242205-326-2531summitmediacorp.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
4 filings
#001401k-$18.1M - 296 part#502Fully Insured-$1.4M - 251 lives#504Fully Insured-$353K - 135 lives#503Mixed-$290K - 172 lives

Benefits portfolio analytics

3 plans / $2.0M premiums / 558 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Vision$290K
  • Life$290K
  • Short-term disability$290K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • AMFIRST14%
  • MWG ADMINISTRATORS4%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • LAKESHORE BENEFIT ALLIANCE LLC54%
  • ABE SMITH, INC.19%
  • ALLIANCE ADMIN. SERVICES, LLC13%
  • MORGAN WHITE LIMITED6%
  • DELAR6%
  • +1 more
Total $229K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SUMMITMEDIA, LLC 401(K) PLAN

401k

Assets$18.1M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SUMMITMEDIA, LLC HEALTH BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$1.4M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SUMMITMEDIA, LLC SECONDARY MEDICAL BENEFIT PLAN

Fully Insured - AMFIRST

Premiums$353K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SUMMITMEDIA, LLC LIFE AND DISABILITY BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$290K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMITMEDIA, LLC 401(K) PLAN401k$18.1M2962024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SUMMITMEDIA, LLC HEALTH BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ALABAMA$1.4M2512025
504SUMMITMEDIA, LLC SECONDARY MEDICAL BENEFIT PLANFully InsuredAMFIRST$353K1352025
503SUMMITMEDIA, LLC LIFE AND DISABILITY BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$290K1722025
Retirement plans
Welfare plans
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