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Sponsor portfolioWelfare / HealthEIN 71-0878314
SUMMIT MANAGEMENT CONSULTING LLC
PO BOX 611674 · PORT HURON, MI 48061
8109827210
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
308
No prior year
Total participants
162
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 42.7% | |
| Prescription drug | $1.3M | 42.7% | |
| Dental | $108K | 3.5% | |
| Life | $89K | 2.9% | |
| Other | $89K | 2.9% | |
| Vision | $80K | 2.6% | |
| Short-term disability | $80K | 2.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 382069753 | HRx | $977K | 64.9% | 1 | 1 | 208 |
EIN 382359234 | HRx | $332K | 22.0% | 1 | 1 | 68 |
EIN 381791480 | D | $108K | 7.2% | 1 | 1 | 308 |
EIN 135123390 | VLSTDOth | $80K | 5.3% | 1 | 1 | 166 |
EIN 570144607 | LOth | $9K | 0.6% | 1 | 1 | 20 |
Broker overview
12 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DAVID ERWIN | SHELBY TOWNSHIP, MI | BLUE CARE NETWORK OF MICHIGAN, BLUE CROSS BLUE SHIELD OF MICHIGAN | $41K | $0 | $41K | 61.1% | 1 |
| WILSHIRE BENEFITS GROUP INC | TROY, MI | BLUE CARE NETWORK OF MICHIGAN, BLUE CROSS BLUE SHIELD OF MICHIGAN, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF MICHIGAN | $20K | $2K | $22K | 33.3% | 1 |
| DIANNA LYNN ATCHISON | ROCKFORD, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $653 | $2K | 3.4% | 1 |
| TRUE NETWORK ADVISORS | GUNTERSVILLE, AA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $803 | $0 | $803 | 1.2% | 1 |
| JEREMY SAMPSEL | GRAND RAPIDS, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $238 | $156 | $394 | 0.6% | 1 |
| MELISSA DEVON WRIGHT-HALMON | JACKSON, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $200 | $0 | $200 | 0.3% | 1 |
| KIMBERLY JILL ZBIKOWSKI | WYOMING, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $5 | $20 | 0.0% | 1 |
| RENEL & RENEL ASSOC., INC. | ROCHESTER, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.0% | 1 |
| NORTHWEST WORKSITE MARKETING CORP | MAUMEE, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $0 | $11 | 0.0% | 1 |
| NORTHWEST ENROLLX LLC | FINDLAY, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.0% | 1 |
| DAN YAARY | PROSPECT, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 1 |
| DAVID L SMELCER | MCCOMB, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
History & trajectory
4 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