Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$415K
- Other$128K
- Dental$120K
- Vision$120K
- Life$61K
- Short-term disability$40K
- +1 more
Filings through .
Sponsor portfolio
Summit Management Partners, LLC
EIN 85-3668797Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$732K premiums
Participants
1,075
2054 VISTA PARKWAY, SUITE 400 - WEST PALM BEACH, MA 33411917-502-9580
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $732K premiums / 369 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUMMIT MANAGEMENT PARTNERS, LLC 401(K) PLAN
401(k)
Assets$5.8M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMMIT MANAGEMENT PARTNERS, LLC EMPLOYEE BENEFIT PLAN
Mixed - SWISS RE-SWISS RE
Premiums$732K
Covered lives369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT MANAGEMENT PARTNERS, LLC 401(K) PLAN | 401(k) | $5.8M | 706 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMMIT MANAGEMENT PARTNERS, LLC EMPLOYEE BENEFIT PLAN | Mixed | SWISS RE-SWISS RE | $732K | 369 | 2025 |
Retirement plans
Welfare plans