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.
Sponsor portfolioWelfare / HealthEIN 86-0320447
SUMMIT HEALTHCARE ASSOCIATION
2200 E SHOW LOW LAKE RD · SHOW LOW, AZ 85901
9285376366
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
1,811
No prior year
Total participants
935
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #505$1.2M
SUMMIT HEALTHCARE ASSOCIATION WELFARE BENEFIT PLAN
Mixed1,811 covered·5 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #506$7K
SUMMIT HEALTHCARE ASSOCIATION LEGAL SHIELD BENEFIT PLAN
Fully insured104 covered·1 carrier
Primary: PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD
Plan #501$0
SUMMIT HEALTHCARE ASSOCIATION DISABILITY PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.1M | 29.2% | |
| Life | $833K | 22.8% | |
| Short-term disability | $833K | 22.8% | |
| Long-term disability | $833K | 22.8% | |
| Vision | $88K | 2.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042381280 | LSTDLTDOth | $1.0M | 89.3% | 1 | 2 | 932 |
EIN 135581829 | V | $88K | 7.6% | 1 | 1 | 1,811 |
EIN 800687859 | Oth | $34K | 3.0% | 1 | 1 | 973 |
EIN 731016728 | Oth | $2K | 0.2% | 1 | 1 | 122 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $66K | $26K | $92K | 75.6% | 1 |
| NOHA OROPEZA | LITCHFIELD PARK, AZ | UNUM INSURANCE COMPANY | $21K | $0 | $21K | 17.4% | 1 |
| BENEFIT INTELLIGENCE INC | MESA, AZ | JORGENSEN HEALTHCARE ASSOCIATES INC., UNUM INSURANCE COMPANY | $8K | $358 | $8K | 6.7% | 1 |
| WILLIAM HARREL | GLENDALE, AZ | PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD | $247 | $0 | $247 | 0.2% | 1 |
History & trajectory
11 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