Form 5500 · Employee benefit plan · SACRAMENTO, CA
SUMMIT FUNDING, INC.
SUMMIT FUNDING, INC. of SACRAMENTO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL INS SVCS INC.. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1780488 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 1,019 | February | $277,037 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 179 | February | $60,070 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Vision, Life, Disability | 568 | February | $4,081 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 7 | February | $2,814 |
| HMSA | Health, Dental, Vision | 2 | February | $0 |
Questions
Who is SUMMIT FUNDING, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SUMMIT FUNDING, INC.'s broker of record is HUB INTERNATIONAL INS SVCS INC..
What insurance carrier does SUMMIT FUNDING, INC. use?
SUMMIT FUNDING, INC.'s benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.
When does SUMMIT FUNDING, INC.'s group plan renew?
The most recent Schedule A policy period for SUMMIT FUNDING, INC. ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUMMIT FUNDING, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.