Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$303K
- Short-term disability$303K
- Long-term disability$303K
- Other$303K
- Dental$184K
- Vision$184K
Sponsor portfolio
SUMMIT COMPANIES HOLDINGS, INC.
EIN 87-3001353ConstructionLatest filing 2024
Plans
2
Retirement
1
$753.9M assets
Welfare
1
$487K premiums
Participants
774
7595 BAYMEADOWS WAY, SUITE 100 - JACKSONVILLE, FL 32256904-268-5515
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $487K premiums / 646 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$487K
Covered lives646
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 | $487K | 646 | 2024 |
Retirement plans
Welfare plans