PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SUMMIT ENERGY GROUP, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 47-4040017

SUMMIT ENERGY GROUP, LLC

123 VILLAGE DR. · BELGRADE, MT 59714
4065815367
Plans filed
1
Years active
2024–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$332K
No prior year
Persons covered
162
No prior year
Total participants
162
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$332K
SUMMIT ENERGY GROUP, LLC EMPLOYEE BENEFITS PLAN
Mixed162 covered·2 carriers
Primary: CONTINENTAL AMERICAN INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$238K41.8%
Short-term disability$180K31.5%
Dental$76K13.3%
Life$59K10.3%
Vision$18K3.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AFLAC
EIN 570514130
STDOth
$180K54.1%11126
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DVLOth
$152K45.9%14162

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SHYLA ROSE SYVERSONBOZEMAN, MTCONTINENTAL AMERICAN INSURANCE COMPANY$49K$0$49K46.0%1
BIG SKY BENEFIT SOLUTIONS LLCBOZEMAN, MTUNITED OF OMAHA LIFE INSURANCE COMPANY$18K$959$19K17.8%1
HOLLY KRISTINE HALLHAYDEN, IDCONTINENTAL AMERICAN INSURANCE COMPANY$19K$0$19K17.7%1
CALLI JACKSONBOZEMAN, MTCONTINENTAL AMERICAN INSURANCE COMPANY$12K$0$12K11.5%1
SHAWN D SYVERSONBOZEMAN, MTCONTINENTAL AMERICAN INSURANCE COMPANY$7K$0$7K7.0%1

History & trajectory

2 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica