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Form 5500 · Employee benefit plan · SHOW LOW, AZ

SUMMIT HEALTHCARE ASSOCIATION

SUMMIT HEALTHCARE ASSOCIATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is NOAH OROPEZA. Coverage is written through UNUM INSURANCE COMPANY and 3 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 86-0320447 · plan 505 · as of Jul 2026

Participants
874
Carriers on file
4
Disclosed commissions
$131,262
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM INSURANCE COMPANY241December$82,672
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability866December$45,553
JORGENSEN HEALTHCARE ASSOCIATES INC.905December$3,037
METROPOLITAN LIFE INSURANCE COMPANYVision1,713December$0

Questions

Who is SUMMIT HEALTHCARE ASSOCIATION's benefits broker?

Per its most recent Form 5500 Schedule A, SUMMIT HEALTHCARE ASSOCIATION's broker of record is NOAH OROPEZA.

What insurance carrier does SUMMIT HEALTHCARE ASSOCIATION use?

SUMMIT HEALTHCARE ASSOCIATION's benefit plan is written through UNUM INSURANCE COMPANY, among 4 disclosed carriers.

When does SUMMIT HEALTHCARE ASSOCIATION's group plan renew?

The most recent Schedule A policy period for SUMMIT HEALTHCARE ASSOCIATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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