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Sponsor portfolioWelfare / HealthEIN 04-3478657
SUMMIT PARTNERS, LP
222 BERKLEY STREET · BOSTON, MA 02116
6178241000
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$136K
No prior year
Persons covered
210
No prior year
Total participants
210
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $110K | 30.8% | |
| Long-term disability | $110K | 30.8% | |
| Other | $110K | 30.8% | |
| Vision | $27K | 7.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LLTDOth | $110K | 80.5% | 1 | 1 | 210 |
EIN 061227840 | V | $27K | 19.5% | 1 | 1 | 207 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| COBBS ALLEN & HALL INC | NEW YORK, NY | RELIANCE STANDARD LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $12K | $0 | $12K | 68.0% | 1 |
| GIS BENEFITS INC | MORRIS, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $0 | $5K | 32.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan