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Sponsor portfolioWelfare / HealthEIN 16-0754720
THE SUMMIT FEDERAL CREDIT UNION
CANAL PONDS BUSINESS PARK · ROCHESTER, NY 14626
5854537000
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
257
No prior year
Total participants
253
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #501$2.3M
THE SUMMIT FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN
Fully insured257 covered·6 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #502$145K
THE SUMMIT FEDERAL CREDIT UNION DENTAL PLAN
Fully insured188 covered·1 carrier
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #504$79K
THE SUMMIT FEDERAL CREDIT UNION LIFE AND AD&D PLAN
Fully insured260 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #505$28K
THE SUMMIT FEDERAL CREDIT UNION LONG TERM DISABILITY PLAN
Fully insured253 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #506$7K
THE SUMMIT FEDERAL CREDIT UNION EAP PLAN
Fully insured250 covered·1 carrier
Primary: ESI EMPLOYEE ASSISTANCE GROUP
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $2.3M | 25.3% | |
| Health | $2.2M | 24.3% | |
| Dental | $2.2M | 24.3% | |
| Prescription drug | $2.2M | 24.3% | |
| Life | $73K | 0.8% | |
| Long-term disability | $73K | 0.8% | |
| Vision | $27K | 0.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 150329043 | HRxDOth | $2.2M | 94.7% | 1 | 1 | 185 |
EIN 220832760 | LLTDOth | $87K | 3.7% | 1 | 2 | 250 |
EIN 222777159 | V | $27K | 1.2% | 1 | 1 | 167 |
EIN 222762686 | Oth | $7K | 0.3% | 1 | 1 | 253 |
EIN 383159338 | Oth | $2K | 0.1% | 1 | 1 | 257 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | CHICAGO, IL | LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK, VISION SERVICE PLAN, EXCELLUS BLUE CROSS BLUE SHIELD | $99K | $0 | $99K | 100.0% | 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