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Sponsor portfolioWelfare / HealthEIN 41-2114771
SUMMIT BANK
96 EAST BROADWAY · EUGENE, OR 97401
5416847501
- Plans filed
- 2
- Years active
- 2023–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
192
No prior year
Total participants
133
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 38.8% | |
| Prescription drug | $1.3M | 38.8% | |
| Dental | $169K | 5.0% | |
| Vision | $148K | 4.4% | |
| Life | $148K | 4.4% | |
| Long-term disability | $148K | 4.4% | |
| Other | $148K | 4.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930245545 | HRx | $1.3M | 88.6% | 1 | 1 | 161 |
EIN 420127290 | DVLLTDOth | $148K | 10.0% | 1 | 1 | 192 |
EIN 931171647 | D | $21K | 1.4% | 1 | 1 | 43 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | EUGENE, OR | WILLAMETTE DENTAL INSURANCE, INC., PRINCIPAL LIFE INSURANCE COMPANY, PACIFICSOURCE HEALTH PLANS | $53K | $0 | $53K | 100.0% | 1 |
History & trajectory
3 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