Form 5500 · Employee benefit plan · EUGENE, OR
SUMMIT BANK
Public Form 5500 records show how SUMMIT BANK (EUGENE, OR) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through PACIFICSOURCE HEALTH PLANS and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-2114771 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PACIFICSOURCE HEALTH PLANS | Health | 161 | December | $36,026 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 192 | December | $16,388 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 43 | December | $1,057 |
Questions
Who is SUMMIT BANK's benefits broker?
Per its most recent Form 5500 Schedule A, SUMMIT BANK's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does SUMMIT BANK use?
SUMMIT BANK's benefit plan is written through PACIFICSOURCE HEALTH PLANS, among 3 disclosed carriers.
When does SUMMIT BANK's group plan renew?
The most recent Schedule A policy period for SUMMIT BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUMMIT BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.