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Sponsor portfolio

SUMMIT MEDICAL CONSULTANTS, PLLC

EIN 47-2840925-medical practice-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$655K premiums
Participants
260
9250 E. COSTILLA AVE, #540 - GREENWOOD VILLAGE, CO 80112720-644-9355summitmedicalconsultants.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.7M - 142 part#501Fully Insured-$655K - 118 lives

Benefits portfolio analytics

1 plan / $655K premiums / 118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$530K
  • Dental$75K
  • Vision$75K
  • Life$51K
  • Long-term disability$51K
  • Other$51K
Total $655K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITEDHEALTHCARE INSURANCE COMPANY81%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
Total $655K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • DIGITAL INSURANCE LLC94%
  • CENTRO BENEFITS RESEARCH LLC6%
Total $49K2 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

SUMMIT MEDICAL CONSULTANTS 401K SAVINGS PLAN

401k

Assets$3.7M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMMIT MEDICAL CONS DBA SUMMIT MEDICAL CONSULTANTS WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$655K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT MEDICAL CONSULTANTS 401K SAVINGS PLAN401k$3.7M1422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMMIT MEDICAL CONS DBA SUMMIT MEDICAL CONSULTANTS WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$655K1182025
Retirement plans
Welfare plans
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