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Sponsor portfolioTH

SUMMIT HEALTHCARE ASSOCIATION

EIN 86-0320447-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$56.3M assets
Welfare
2
$1.2M premiums
Participants
2,559
2200 E SHOW LOW LAKE RD - SHOW LOW, AZ 85901928-537-6366summithealthcare.netLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$56.3M - 1,520 part#505Mixed-$1.2M - 1,811 lives#506Fully Insured-$7K - 104 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 1,915 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$833K
  • Short-term disability$833K
  • Long-term disability$833K
  • Vision$88K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA89%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • JORGENSEN HEALTHCARE ASSOCIATES INC., DBA JORGENSEN BROOKS GROUP3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • HUB INTERNATIONAL MIDWEST LIMITED76%
  • NOHA OROPEZA17%
  • BENEFIT INTELLIGENCE INC7%
  • WILLIAM HARREL0%
Total $121K4 slices

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 HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN

403b

Assets$56.3M
Participants1,520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SUMMIT HEALTHCARE ASSOCIATION WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives1,811
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

SUMMIT HEALTHCARE ASSOCIATION LEGAL SHIELD BENEFIT PLAN

Fully Insured - PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD

Premiums$7K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN403b$56.3M1,5202024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SUMMIT HEALTHCARE ASSOCIATION WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.2M1,8112025
506SUMMIT HEALTHCARE ASSOCIATION LEGAL SHIELD BENEFIT PLANFully InsuredPRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD$7K1042024
Retirement plans
Welfare plans
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