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Sponsor portfolioWelfare / HealthEIN 39-1990304

SUMMIT DENTAL MANAGEMENT, S.C.

4607 ROYAL DRIVE · EAU CLAIRE, WI 54701
7158338755
Plans filed
3
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$389K
No prior year
Persons covered
567
No prior year
Total participants
567
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #530$389K
SUMMIT DENTAL CONSULTING EMPLOYEE BENEFITS PLAN
Mixed567 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$5K
SUMMIT DENTAL CONSULTING LIFE INSURANCE PLAN
Fully insured490 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #501$0
SUMMIT DENTAL CONSULTING MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$389K25.0%
Short-term disability$389K25.0%
Long-term disability$389K25.0%
Other$389K25.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$389K100.0%11567

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SPECTRUM BENEFIT SOLUTIONS OF CENTRROTHSCHILD, WISUN LIFE ASSURANCE COMPANY OF CANADA$17K$0$17K100.0%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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