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Sponsor portfolioWelfare / HealthEIN 41-1726353
SUMMIT MORTGAGE CORPORATION
9600 54TH AVENUE NORTH, SUITE 100 · PLYMOUTH, MN 55442
7633907200
- Plans filed
- 4
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$92K
No prior year
Persons covered
235
No prior year
Total participants
118
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #503$1.4M
SUMMIT MORTGAGE MEDICAL BENEFITS PLAN
Fully insured95 covered·1 carrier
Primary: MEDICA INSURANCE COMPANY
Plan #505$95K
SUMMIT MORTGAGE DENTAL BENEFITS PLAN
Fully insured203 covered·1 carrier
Primary: DELTA DENTAL OF MINNESOTA
Plan #504$92K
SUMMIT MORTGAGE LIFE, LTD AND STD BENEFITS PLAN
Fully insured235 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #506$12K
SUMMIT MORTGAGE VISION BENEFITS PLAN
Fully insured166 covered·1 carrier
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $92K | 30.0% | |
| Short-term disability | $72K | 23.3% | |
| Long-term disability | $72K | 23.3% | |
| Other | $72K | 23.3% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $92K | 100.0% | 1 | 2 | 235 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | MINNEAPOLIS, MN | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $2K | $13K | 100.0% | 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