Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.2M
- Prescription drug$6.2M
- Vision$5.4M
- Dental$5.1M
- Life$385K
- Short-term disability$385K
- +2 more
Sponsor portfolio
SUMMIT FUNDING, INC.
EIN 91-1780488financial servicesLatest filing 2025
Plans
2
Retirement
1
$45.7M assets
Welfare
1
$6.6M premiums
Participants
1,341
2135 BUTANO DRIVE, SUITE 150 - SACRAMENTO, CA 95825916-571-3000summitfunding.netLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.6M premiums / 1,019 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- UNITED HEALTHCARE INSURANCE COMPANY76%
- KAISER FOUNDATION HEALTH PLAN INC18%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
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 FUNDING, INC. 401(K) PLAN
401k
Assets$45.7M
Participants768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUMMIT FUNDING EMPLOYEE BENEFIT PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$6.6M
Covered lives1,019
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT FUNDING, INC. 401(K) PLAN | 401k | $45.7M | 768 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUMMIT FUNDING EMPLOYEE BENEFIT PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $6.6M | 1,019 | 2025 |
Retirement plans
Welfare plans