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Sponsor portfolioWelfare / HealthEIN 41-1762331
SUMMIT ORTHOPEDICS, LTD
710 COMMERCE DRIVE, SUITE 200 · WOODBURY, MN 55125
6519685200
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
1,044
No prior year
Total participants
1,046
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #509$1.6M
SUMMIT HEALTH AND WELFARE PLAN
Mixed1,044 covered·3 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #504$766K
SUMMIT ORTHOPEDICS, LTD GROUP DISABILITY PLAN
Mixed855 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$399K
SUMMIT ORTHOPEDICS, LTD LIFE INSURANCE PLAN
Fully insured858 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$0
SUMMIT ORTHOPEDICS, LTD MEDICAL PLAN
Self-funded0 covered·0 carriers
Plan #505$0
SUMMIT ORTHOPEDICS, LTD DENTAL PLAN
Self-funded0 covered·0 carriers
Plan #501$0
SUMMIT ORTHOPEDICS, LTD FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.5M | 25.0% | |
| Life | $1.5M | 24.8% | |
| Short-term disability | $1.5M | 24.8% | |
| Long-term disability | $1.5M | 24.8% | |
| Vision | $36K | 0.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LSTDLTDOth | $1.5M | 96.8% | 1 | 1 | 1,044 |
EIN 430949844 | V | $36K | 2.3% | 1 | 1 | 851 |
EIN 731016728 | Oth | $14K | 0.9% | 1 | 1 | 71 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SETH KALKSTEIN | WEST HARTFORD, CT | RELIANCE STANDARD LIFE INSURANCE COMPANY | $46K | $24K | $70K | 39.4% | 1 |
| KEVIN SPAHN | LOMBARD, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY | $60K | $0 | $60K | 33.9% | 1 |
| E P AMATA | WEST HARTFORD, CT | RELIANCE STANDARD LIFE INSURANCE COMPANY | $45K | $0 | $45K | 25.4% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | ROLLING MEADOWS, IL | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $1K | $0 | $1K | 0.8% | 1 |
| THOMAS OWENS | WICHITA, KS | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $947 | $0 | $947 | 0.5% | 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