Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Dental$4.4M
- Prescription drug$4.4M
- Life$307K
- Short-term disability$307K
- Long-term disability$307K
- +2 more
Sponsor portfolio
SUMMIT OPERATING SERVICES, LLC
EIN 85-1105422Latest filing 2025
Plans
2
Retirement
1
$29.5M assets
Welfare
1
$4.8M premiums
Participants
668
910 LOUISIANA STREET, SUITE 4200 - HOUSTON, TX 77002832-608-6164
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.8M premiums / 755 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
- AETNA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SUMMIT OPERATING SERVICES COMPANY, LLC 401(K) PLAN
401k
Assets$29.5M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMMIT OPERATING SERVICES HEALTH & WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$4.8M
Covered lives755
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUMMIT OPERATING SERVICES COMPANY, LLC 401(K) PLAN | 401k | $29.5M | 370 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMMIT OPERATING SERVICES HEALTH & WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $4.8M | 755 | 2025 |
Retirement plans
Welfare plans