Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Prescription drug$2.9M
- Dental$155K
- Other$62K
- Life$32K
- Long-term disability$31K
- +2 more
Sponsor portfolio
SUMMIT RESTAURANT GROUP, LLC
EIN 71-1006152restaurantsLatest filing 2025
Plans
3
Retirement
1
$7.6M assets
Welfare
2
$3.3M premiums
Participants
1,099
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $3.3M premiums / 398 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- STANDARD INSURANCE COMPANY6%
- SIMNSA2%
- TELADOC0%
Broker market share
Schedule A broker compensation
43%top
- BROWN & BROWN INSURANCE SERVICES43%
- IMA, INC.43%
- HAYS COMPANIES, INC.14%
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 RESTAURANT GROUP RETIREMENT PLAN
401k
Assets$7.6M
Participants897
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SRG EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS & BLUE SHIELD OF KANSAS CITY
Premiums$3.2M
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SUMMIT RESTAURANT GROUP LIFE AND DISABILITY PLAN
Fully Insured - THE STANDARD INSURANCE COMPANY
Premiums$107K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT RESTAURANT GROUP RETIREMENT PLAN | 401k | $7.6M | 897 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SRG EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS & BLUE SHIELD OF KANSAS CITY | $3.2M | 202 | 2025 | |
| 503 | SUMMIT RESTAURANT GROUP LIFE AND DISABILITY PLAN | Fully Insured | THE STANDARD INSURANCE COMPANY | $107K | 196 | 2024 |
Retirement plans
Welfare plans