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Sponsor portfolioWelfare / HealthEIN 94-2878925
SUMMIT STATE BANK
500 BICENTENNIAL WAY · SANTA ROSA, CA 95403
7075684930
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
106
No prior year
Total participants
100
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 | $1.2M | 85.3% | |
| Dental | $130K | 9.3% | |
| Life | $22K | 1.6% | |
| Other | $22K | 1.6% | |
| Vision | $16K | 1.1% | |
| Long-term disability | $14K | 1.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $862K | 62.7% | 1 | 1 | 104 |
EIN 591031071 | HD | $460K | 33.4% | 1 | 2 | 100 |
EIN 470322111 | LLTDOth | $37K | 2.7% | 1 | 2 | 106 |
EIN 941632821 | V | $16K | 1.2% | 1 | 1 | 95 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | SAN JOSE, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, KAISER FOUNDATION HEALTH PLAN, INC., UNITED OF OMAHA LIFE INSURANCE COMPANY | $98K | $2K | $100K | 100.0% | 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