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Sponsor portfolioWelfare / HealthEIN 91-1780488
SUMMIT FUNDING, INC.
2135 BUTANO DRIVE, SUITE 150 · SACRAMENTO, CA 95825
9165713000
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$6.6M
No prior year
Persons covered
1,019
No prior year
Total participants
573
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $6.2M | 25.5% | |
| Prescription drug | $6.2M | 25.5% | |
| Vision | $5.4M | 22.2% | |
| Dental | $5.1M | 20.6% | |
| Life | $385K | 1.6% | |
| Short-term disability | $385K | 1.6% | |
| Long-term disability | $385K | 1.6% | |
| Other | $385K | 1.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxDV | $5.0M | 76.0% | 1 | 1 | 1,019 |
EIN 941340523 | HRx | $1.2M | 17.9% | 1 | 2 | 179 |
EIN 381082080 | VLSTDLTDOth | $385K | 5.8% | 1 | 1 | 568 |
EIN 990040115 | HRxDV | $21K | 0.3% | 1 | 1 | 2 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | ROSEVILLE, CA | UNITED HEALTHCARE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, KAISER FOUNDATION HEALTH PLAN INC. | $344K | $30K | $374K | 100.0% | 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