Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$444K
- Vision$444K
- Life$444K
- Short-term disability$444K
- Long-term disability$444K
- Other$444K
Sponsor portfolio
SUMMIT COMPANIES HOLDINGS, LLC
EIN 87-3001353Latest filing 2025
Plans
2
Retirement
1
$753.9M assets
Welfare
1
$444K premiums
Participants
747
7595 BAYMEADOWS WAY SUITE 100 - JACKSONVILLE, FL 32256904-265-4130
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $444K premiums / 719 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- MCGRIFF INSURANCE SERVICES INC100%
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 COMPANIES HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$753.9M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMMIT COMPANIES HOLDINGS, LLC HEALTH AND WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$444K
Covered lives719
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT COMPANIES HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $753.9M | 391 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMMIT COMPANIES HOLDINGS, LLC HEALTH AND WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $444K | 719 | 2025 |
Retirement plans
Welfare plans