Form 5500 · Employee benefit plan · FORT WORTH, TX
SUMMIT LTC MANAGEMENT, LLC
SUMMIT LTC MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EOI ENROLLMENT SERVICES LLC. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-4173231 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | — | 24 | December | $90,581 |
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 33 | December | $54,014 |
| DEARBORN LIFE INSURANCE COMPANY | Vision, Life, Disability | 108 | December | $33,375 |
| NATIONWIDE LIFE INSURANCE COMPANY | — | 0 | December | $10,353 |
| AMERICAN FINANCIAL SECURITY LIFE INSURANCE COMPANY | — | 0 | December | $802 |
| CRUM & FORSTER | — | 0 | December | $243 |
Questions
Who is SUMMIT LTC MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SUMMIT LTC MANAGEMENT, LLC's broker of record is EOI ENROLLMENT SERVICES LLC.
What insurance carrier does SUMMIT LTC MANAGEMENT, LLC use?
SUMMIT LTC MANAGEMENT, LLC's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does SUMMIT LTC MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for SUMMIT LTC MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUMMIT LTC MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.