Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$735K
- Life$654K
- Short-term disability$654K
- Long-term disability$654K
- Dental$367K
- Vision$52K
Sponsor portfolio
SUMMITSTONE HEALTH PARTNERS
EIN 84-1512383mental health careLatest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$1.2M premiums
Participants
1,313
4856 INNOVATION DRIVE, SUITE B - FORT COLLINS, CO 80525970-494-4229summitstonehealth.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 649 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- SUN LIFE ASSURANCE COMPANY OF CANADA57%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY39%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
82%top
- SHIRAZI-MILLER BENEFITS LLC82%
- GCG FINANCIAL LLC13%
- CONTINUUMCLOUD LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SUMMITSTONE HEALTH PARTNERS 403(B) RETIREMENT PLAN
403b
Assets$18.0M
Participants699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMMITSTONE HEALTH PARTNERS WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.2M
Covered lives649
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SUMMITSTONE HEALTH PARTNERS 403(B) RETIREMENT PLAN | 403b | $18.0M | 699 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMMITSTONE HEALTH PARTNERS WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.2M | 649 | 2025 |
Retirement plans
Welfare plans