Plan Ledger DOL Form 5500 · updated monthly

Summit Orthopedics, LTDbenefits

Summit Health and Welfare Plan · WOODBURY, MN · plan year 2025

Broker compensation reported · 2025
$177,949

Summit Orthopedics, LTD's benefits plans covered 1,044 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $177,949 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $170 per covered person, below the median for employer plans that report broker pay. Broker pay fell 1.3% from $180,229 in 2024.

Insurance contracts · 20253
RELIANCE STANDARD LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,044 covered
Brokers & agents paid · 20255
SETH J. KALKSTEIN$70,099 · incl $23,795 fees
KEVIN SPAHN$60,278
E P AMATA$45,272
Individual agent · names withheld$947

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.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 411762331 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.