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Form 5500 · Employee benefit plan · PARSIPPANY, NJ

SUMMIT ADVISOR SERVICES LLC

SUMMIT ADVISOR SERVICES LLC of PARSIPPANY, NJ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CRISP AN ALERA GROUP INS AGY LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in January.

Benefits broker of record
Plan renews
January

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2513437 · plan 501 · as of Jul 2026

Participants
165
Carriers on file
5
Disclosed commissions
$12,706
Renewal month
January

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Vision162January$5,228
CIGNA HEALTH AND LIFE INSURANCE COMPANYDental143March$3,340
USABLE LIFEDisability204March$1,949
USABLE LIFE23March$1,409
USABLE LIFELife207March$780

Questions

Who is SUMMIT ADVISOR SERVICES LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SUMMIT ADVISOR SERVICES LLC's broker of record is CRISP AN ALERA GROUP INS AGY LLC.

What insurance carrier does SUMMIT ADVISOR SERVICES LLC use?

SUMMIT ADVISOR SERVICES LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does SUMMIT ADVISOR SERVICES LLC's group plan renew?

The most recent Schedule A policy period for SUMMIT ADVISOR SERVICES LLC ended in January. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SUMMIT ADVISOR SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.