Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$238K
- Short-term disability$180K
- Dental$76K
- Life$59K
- Vision$18K
Sponsor portfolio
SUMMIT ENERGY GROUP, LLC
EIN 47-4040017utilitiesLatest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$332K premiums
Participants
343
123 VILLAGE DR. - BELGRADE, MT 59714406-581-5367summitenergygroup.netLinkedIn11-50 employeesutilities
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $332K premiums / 162 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- AFLAC54%
- UNITED OF OMAHA LIFE INSURANCE COMPANY46%
Broker market share
Schedule A broker compensation
46%top
- SHYLA ROSE SYVERSON46%
- BIG SKY BENEFIT SOLUTIONS LLC18%
- HOLLY HALL18%
- CALLI JACKSON11%
- SHAWN D SYVERSON7%
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 ENERGY GROUP 401(K) PLAN
401k
Assets$3.6M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SUMMIT ENERGY GROUP, LLC EMPLOYEE BENEFITS PLAN
Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$332K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT ENERGY GROUP 401(K) PLAN | 401k | $3.6M | 181 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SUMMIT ENERGY GROUP, LLC EMPLOYEE BENEFITS PLAN | Mixed | CONTINENTAL AMERICAN INSURANCE COMPANY | $332K | 162 | 2025 |
Retirement plans
Welfare plans