Form 5500 · Employee benefit plan · MOOREFIELD, WV
SUMMIT FINANCIAL GROUP, INC.
SUMMIT FINANCIAL GROUP, INC. of MOOREFIELD, WV files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE HILB GROUP OF MD, INC. Coverage is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 55-0672148 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 91 | December | $18,383 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 176 | December | $7,255 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 545 | December | $5,609 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 496 | December | $4,739 |
| VISION SERVICE PLAN | Vision | 397 | December | $4,620 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 77 | December | $3,465 |
| EMPLOYEE SERVICES LLC | — | 448 | September | $0 |
| HIGHMARK INC. | — | 15 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health | 368 | December | $0 |
Questions
Who is SUMMIT FINANCIAL GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SUMMIT FINANCIAL GROUP, INC.'s broker of record is THE HILB GROUP OF MD, INC.
What insurance carrier does SUMMIT FINANCIAL GROUP, INC. use?
SUMMIT FINANCIAL GROUP, INC.'s benefit plan is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY, among 9 disclosed carriers.
When does SUMMIT FINANCIAL GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for SUMMIT FINANCIAL GROUP, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUMMIT FINANCIAL GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.