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Sponsor portfolioWelfare / HealthEIN 81-4173231
SUMMIT LTC MANAGEMENT, LLC
2800 W LANCASTER AVE · FORT WORTH, TX 76107
8176814811
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
108
No prior year
Total participants
0
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 | 32.8% | |
| Dental | $1.3M | 32.8% | |
| Other | $370K | 9.7% | |
| Vision | $233K | 6.1% | |
| Life | $233K | 6.1% | |
| Short-term disability | $233K | 6.1% | |
| Long-term disability | $233K | 6.1% | |
| Prescription drug | $20K | 0.5% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HD | $1.3M | 71.8% | 1 | 1 | 33 |
EIN 362598882 | VLSTDLTDOth | $233K | 13.3% | 1 | 1 | 108 |
EIN 910742147 | Oth | $135K | 7.7% | 1 | 1 | 24 |
EIN 314156830 | $104K | 5.9% | 1 | 1 | 0 | |
EIN 440617151 | Rx | $20K | 1.1% | 1 | 1 | 0 |
EIN 222868548 | Oth | $2K | 0.1% | 1 | 1 | 0 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DALLAS, TX | DEARBORN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS, AMERICAN FINANCIAL SECURITY LIFE INSURANCE COMPANY, CRUM & FORSTER, SYMETRA LIFE INSURANCE COMPANY | $126K | $13K | $139K | 68.7% | 1 |
| EOI SERVICE COMPANY INC | ATLANTA, GA | SYMETRA LIFE INSURANCE COMPANY | $63K | $0 | $63K | 31.3% | 1 |
History & trajectory
8 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