Welfare broker

SUMMIT CONSULTING LLC

Mailing address (most recent filing)

PO BOX 25160

SCOTTSDALE, AZ 85255

Total comp: $-18K
Commissions: $-18K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where SUMMIT CONSULTING LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNUM LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$629K	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
AZ	1	$629K	0.1%	85.91x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of SUMMIT CONSULTING LLC's plans by broker comp / premium ratio. Median n/a vs welfare-wide median 6.29% (n=0).

Prospect-flag exposure · vs market baseline

Share of SUMMIT CONSULTING LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where SUMMIT CONSULTING LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NATIVE AMERICAN SCHOOLS HEALTH & WELFARE TRUST NATIVE AMERICAN SCHOOLS HEALTH & WELFARE TRUST	AZ	$629K	$-18K	UNUM LIFE INSURANCE COMPANY OF AMERICA