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Sponsor portfolioWelfare / HealthEIN 39-0230585

SUMMIT CREDIT UNION

1709 LANDMARK DRIVE · COTTAGE GROVE, WI 53527
6082435000
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$10.1M
No prior year
Persons covered
1,466
No prior year
Total participants
869
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$10.1M
SUMMIT CREDIT UNION WRAP PLAN
Mixed1,466 covered·3 carriers
Primary: QUARTZ HEALTH BENEFIT PLANS CORPORATION

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$9.5M46.3%
Prescription drug$9.5M46.3%
Life$480K2.3%
Long-term disability$480K2.3%
Other$480K2.3%
Vision$88K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
QUARTZ HEALTH BENEFIT PLANS CORPORATION
EIN 391450766
HRx
$9.5M94.4%111,466
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
LLTDOth
$480K4.7%111,346
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$88K0.9%11598

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILWYSSTA INSURANCE COMPANY, INC., RELIASTAR LIFE INSURANCE COMPANY, QUARTZ HEALTH BENEFIT PLANS CORPORATION$111K$0$111K100.0%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
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