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  2. SUMMIT MEDICAL GROUP, PLLC
Sponsor portfolio

SUMMIT MEDICAL GROUP, PLLC

EIN 62-1585063-medical practice-Latest filing 2024
Plans
2
Retirement
1
$348.1M assets
Welfare
1
$1.9M premiums
Participants
2,637
1275 DICK LONAS RD, SUITE 201 - KNOXVILLE, TN 37909865-584-4747summitmedical.comLinkedIn1001-5000 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$348.1M - 2,193 part#501Fully Insured-$1.9M - 1,244 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$581K
  • Dental$385K
  • Health$258K
  • Life$191K
  • Short-term disability$180K
  • Other$139K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
30%top
  • HARTFORD LIFE AND ACCIDENT30%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY22%
  • DELTA DENTAL OF CALIFORNIA21%
  • BLUE CROSS OF CALIFORNIA14%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • +1 more
Total $1.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • HUB INTERNATIONAL MIDWEST LIMITED48%
  • HILDRETH AGENCY38%
  • JOHN HILDRETH CLU13%
  • GREGORY SHERROD1%
Total $180K4 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 GROUP, PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$348.1M
Participants2,193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMMIT MEDICAL GROUP EMPLOYEE HEALTH PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$1.9M
Covered lives1,244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN401k$348.1M2,1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMMIT MEDICAL GROUP EMPLOYEE HEALTH PLANFully InsuredHARTFORD LIFE AND ACCIDENT$1.9M1,2442024
Retirement plans
Welfare plans
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