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Sponsor portfolioWelfare / HealthEIN 85-3668797
SUMMIT MANAGEMENT PARTNERS, LLC
2054 VISTA PARKWAY · WEST PALM BEACH, FL 33411
9175029580
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$732K
No prior year
Persons covered
369
No prior year
Total participants
369
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 |
|---|---|---|---|
| Stop-loss | $415K | 45.5% | |
| Other | $128K | 14.1% | |
| Dental | $120K | 13.2% | |
| Vision | $120K | 13.2% | |
| Life | $61K | 6.6% | |
| Short-term disability | $40K | 4.4% | |
| Long-term disability | $28K | 3.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 131941868 | SL | $415K | 56.7% | 1 | 1 | 162 |
EIN 360883760 | LSTDLTDOth | $197K | 26.9% | 1 | 10 | 369 |
EIN 470098400 | DV | $120K | 16.4% | 1 | 1 | 208 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AP BENEFIT ADVISORS, LLC | HUNT VALLEY, MD | RELIANCE STANDARD LIFE INSURANCE COMPANY, RELIANCE STANDARD INSURANCE COMPANY | $25K | $0 | $25K | 45.0% | 1 |
| GIS BENEFITS INC | MORRIS, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY, RELIANCE STANDARD INSURANCE COMPANY | $11K | -$96 | $11K | 19.3% | 1 |
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | AMERITAS LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, RELIANCE STANDARD INSURANCE COMPANY | $10K | $0 | $10K | 18.6% | 1 |
| AP BENEFIT ADVIOSRS LLC | HUNT VALLEY, MD | RELIANCE STANDARD LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE COMPANY | $10K | $0 | $10K | 17.2% | 1 |
| ADMINISTRATORS, INC, BOON-CHAPMAN B | AUSTIN, TX | RELIANCE STANDARD LIFE INSURANCE COMPANY, RELIANCE STANDARD INSURANCE COMPANY | -$21 | -$17 | -$38 | -0.1% | 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