PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SUMMIT RIDGE ENERGY, LLC
Sponsor portfolioTH

SUMMIT RIDGE ENERGY, LLC

EIN 81-4329210-renewables & environment-Latest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$1.4M premiums
Participants
293
1000 WILSON BOULEVARD SUITE 2400 - ARLINGTON, VA 22209202-558-2340srenergy.comLinkedIn51-200 employeesrenewables & environment
Plans on this EIN
2 filings
#001401k-$12.0M - 158 part#501Fully Insured-$1.4M - 333 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Dental$77K
  • Short-term disability$48K
  • Long-term disability$33K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • UNITED CONCORDIA INSURANCE COMPANY5%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COPPER DUNN LLC100%
Total $91K1 slice

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 RIDGE ENERGY 401(K) PLAN

401k

Assets$12.0M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMMIT RIDGE ENERGY, LLC WELFARE WRAP PLAN

Fully Insured - CAREFIRST BLUECHOICE INC.

Premiums$1.4M
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT RIDGE ENERGY 401(K) PLAN401k$12.0M1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMMIT RIDGE ENERGY, LLC WELFARE WRAP PLANFully InsuredCAREFIRST BLUECHOICE INC.$1.4M3332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica