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Sponsor portfolio

SUMMERS TAYLOR, INC.

EIN 62-0458729-construction-Latest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$898K premiums
Participants
1,361
600 SEVIER STREET - JOHNSON CITY, TN 37604423-543-3181summerstaylor.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$16.5M - 864 part#502Mixed-$898K - 863 lives

Benefits portfolio analytics

1 plan / $898K premiums / 863 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$643K
  • Life$560K
  • Short-term disability$560K
  • Long-term disability$560K
  • Dental$255K
  • Vision$255K
Total $898K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • PRINCIPAL LIFE INSURANCE COMPANY62%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY38%
Total $898K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • RUSSELL W. INGRAM71%
  • LOCKTON COMPANIES, LLC29%
Total $134K2 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

SUMMERS-TAYLOR, INC 401(K) RETIREMENT PLAN

401k

Assets$16.5M
Participants864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SUMMERS-TAYLOR, INC. WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$898K
Covered lives863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMERS-TAYLOR, INC 401(K) RETIREMENT PLAN401k$16.5M8642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SUMMERS-TAYLOR, INC. WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$898K8632025
Retirement plans
Welfare plans
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