Plan Ledger DOL Form 5500 · updated monthly

Summit Healthcare Associationbenefits

Summit Healthcare Association Welfare Benefit Plan · SHOW LOW, AZ · plan year 2025

Broker compensation reported · 2025
$121,153

Summit Healthcare Association's benefits plans covered 935 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $121,153 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $130 per covered person, below the median for employer plans that report broker pay. Broker pay fell 23% from $156,705 in 2024.

Insurance contracts · 20255
JORGENSEN HEALTHCARE ASSOCIATES INC.premiums n/a · 973 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 1,811 covered
PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELDpremiums n/a · 122 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 932 covered
UNUM INSURANCE COMPANYpremiums n/a · 256 covered
Brokers & agents paid · 20256
HUB INTERNATIONAL INS SERVICES$64,486 · incl $22,344 fees
HUB INTERNATIONAL INSURANCE SERIVES$27,109 · incl $3,550 fees
NOHA OROPEZA$21,137
BENEFIT INTELLIGENCE INC$4,758 · incl $358 fees
BENEFIT INTELLIGENCE$3,416
Individual agent · names withheld$247

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 860320447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.