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Sponsor portfolio

SUMMIT GOLF BRANDS INC.

EIN 98-0426349-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$1.2M premiums
Participants
341
FOUR CORPORATE DRIVE, SUITE 388 - SHELTON, CT 06484608-924-2360
Plans on this EIN
2 filings
#001401k-$7.7M - 198 part#501Fully Insured-$1.2M - 140 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$93K
  • Other$39K
  • Short-term disability$38K
  • Life$30K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HAUSMANN GROUP INC95%
  • NATIONAL BENEFIT CENTER5%
Total $39K2 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 GOLF BRANDS INC. 401(K) PLAN

401k

Assets$7.7M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMMIT GOLF BRANDS INC. WRAP PLAN

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.2M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT GOLF BRANDS INC. 401(K) PLAN401k$7.7M1982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMMIT GOLF BRANDS INC. WRAP PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.2M1402025
Retirement plans
Welfare plans
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