Plan Ledger DOL Form 5500 · updated monthly

Summit Funding, Inc.benefits

Summit Funding Employee Benefit Plan · SACRAMENTO, CA · plan year 2024

Broker compensation reported · 2024
$373,943

Summit Funding, Inc.'s benefits plans covered 568 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $373,943 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $658 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 11% from $418,435 in 2023.

Insurance contracts · 20245
SUN LIFE ASSURANCE COMPANY OF CANADA · vision life std ltdpremiums n/a · 568 covered
UNITED HEALTHCARE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 1,019 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 179 covered
HMSA · health drug dental vision hmopremiums n/a · 2 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 7 covered
Brokers & agents paid · 20241
HUB INTERNATIONAL INS SVCS INC.$373,943 · incl $29,941 fees
Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 911780488 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.