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Form 5500 · Employee benefit plan · EUGENE, OR

SUMMIT BANK

SUMMIT BANK of EUGENE, OR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES NORTHWEST. Coverage is written through PROVIDENCE HEALTH PLAN and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-2114771 · plan 501 · as of Jul 2026

Participants
128
Carriers on file
3
Disclosed commissions
$55,917
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PROVIDENCE HEALTH PLANHealth160December$39,573
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability188December$15,435
WILLAMETTE DENTAL INSURANCE, INC.Dental40December$909

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 NORTHWEST.

What insurance carrier does SUMMIT BANK use?

SUMMIT BANK's benefit plan is written through PROVIDENCE HEALTH PLAN, 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.