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Sponsor portfolio

SUMMIT ELECTRIC SUPPLY CO., INC.

EIN 85-0252176-wholesale-Latest filing 2024
Plans
2
Retirement
1
$94.5M assets
Welfare
1
$510K premiums
Participants
1,712
P.O. BOX 6409 - ALBUQUERQUE, NM 87107505-346-2900summit.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
2 filings
#005401k-$94.5M - 1,001 part#505Mixed-$510K - 941 lives

Benefits portfolio analytics

1 plan / $510K premiums / 941 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$209K
  • Short-term disability$116K
  • Long-term disability$108K
  • Vision$78K
  • Other$42K
Total $510K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA85%
  • VISION SERVICE PLAN15%
Total $510K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

SUMMIT ELECTRIC SUPPLY CO. 401K PLAN

401k

Assets$94.5M
Participants1,001
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SUMMIT ELECTRIC SUPPLY CO., INC. WRAP PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$510K
Covered lives941
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005SUMMIT ELECTRIC SUPPLY CO. 401K PLAN401k$94.5M1,0012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SUMMIT ELECTRIC SUPPLY CO., INC. WRAP PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$510K9412024
Retirement plans
Welfare plans
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