Form 5500 · Employee benefit plan · HOUSTON, TX
SUMMIT OPERATING SERVICES, LLC
SUMMIT OPERATING SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-1105422 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 609 | December | $66,628 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 85 | December | $10,817 |
| AETNA LIFE INSURANCE COMPANY | Vision | 513 | December | $2,739 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 240 | December | $0 |
Questions
Who is SUMMIT OPERATING SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SUMMIT OPERATING SERVICES, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SUMMIT OPERATING SERVICES, LLC use?
SUMMIT OPERATING SERVICES, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 4 disclosed carriers.
When does SUMMIT OPERATING SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for SUMMIT OPERATING SERVICES, 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 OPERATING SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.