Form 5500 · Employee benefit plan · PLYMOUTH, MN
SUMMIT MORTGAGE CORPORATION
SUMMIT MORTGAGE CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1726353 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 235 | December | $7,360 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 37 | December | $3,286 |
Questions
Who is SUMMIT MORTGAGE CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, SUMMIT MORTGAGE CORPORATION's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does SUMMIT MORTGAGE CORPORATION use?
SUMMIT MORTGAGE CORPORATION's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does SUMMIT MORTGAGE CORPORATION's group plan renew?
The most recent Schedule A policy period for SUMMIT MORTGAGE CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUMMIT MORTGAGE CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.