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Sponsor portfolioWelfare / HealthEIN 30-0236228
SUMMIT DESIGN AND ENGINEERING SERVICES, PLLC
320 EXECUTIVE COURT · HILLSBOROUGH, NC 27278
9197323883
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$393K
No prior year
Persons covered
703
No prior year
Total participants
409
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $193K | 21.2% | |
| Life | $172K | 18.9% | |
| Short-term disability | $172K | 18.9% | |
| Long-term disability | $172K | 18.9% | |
| Other | $172K | 18.9% | |
| Vision | $28K | 3.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 561018068 | DV | $221K | 56.3% | 1 | 2 | 451 |
EIN 060838648 | LSTDLTDOth | $172K | 43.7% | 1 | 1 | 703 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CHARLOTTE, NC | HARTFORD LIFE AND ACCIDENT | $31K | $1K | $32K | 46.8% | 1 |
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | DELTA DENTAL OF NORTH CAROLINA, HARTFORD LIFE AND ACCIDENT | $25K | $0 | $25K | 35.7% | 1 |
| MOSIAC GROUP SERVICES | DURHAM, NC | HARTFORD LIFE AND ACCIDENT | $0 | $12K | $12K | 17.5% | 1 |
History & trajectory
10 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