Form 5500 · Employee benefit plan · WEST PALM BEACH, FL
SUMMIT MANAGEMENT PARTNERS, LLC
SUMMIT MANAGEMENT PARTNERS, LLC of WEST PALM BEACH, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH & BENEFITS, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 14 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-3668797 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 75 | December | $38,811 |
| HEALTH OPTIONS, INC. | — | 41 | December | $18,684 |
| AMERITAS LIFE INSURANCE COMPANY | Dental, Vision | 165 | December | $13,646 |
| BCBS OF FLORIDA | — | 15 | December | $10,571 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 17 | December | $5,506 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 266 | December | $4,839 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 29 | December | $4,622 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 52 | December | $4,237 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 31 | December | $3,839 |
| RELIANCE STANDARD INSURANCE COMPANY | — | 71 | December | $3,554 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 79 | December | $2,756 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 131 | December | $1,428 |
| METLIFE LEGAL PLANS | — | 26 | August | $946 |
| PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | — | 43 | December | $121 |
| BLUE CROSS AND BLUE SHIELD OF ALABAMA | Health, Dental | 8 | February | $0 |
Questions
Who is SUMMIT MANAGEMENT PARTNERS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SUMMIT MANAGEMENT PARTNERS, LLC's broker of record is MERCER HEALTH & BENEFITS, LLC.
What insurance carrier does SUMMIT MANAGEMENT PARTNERS, LLC use?
SUMMIT MANAGEMENT PARTNERS, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 15 disclosed carriers.
When does SUMMIT MANAGEMENT PARTNERS, LLC's group plan renew?
The most recent Schedule A policy period for SUMMIT MANAGEMENT PARTNERS, 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 MANAGEMENT PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.