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Form 5500 · Employee benefit plan · WOODBURY, MN

SUMMIT ORTHOPEDICS, LTD

Public Form 5500 records show how SUMMIT ORTHOPEDICS, LTD (WOODBURY, MN) structures its employee benefits. Its broker of record is KEVIN SPAHN. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1762331 · plan 509 · as of Jul 2026

Participants
886
Carriers on file
3
Disclosed commissions
$150,389
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
RELIANCE STANDARD LIFE INSURANCE COMPANYLife, Disability939December$148,005
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD68December$2,384
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision823December$0

Questions

Who is SUMMIT ORTHOPEDICS, LTD's benefits broker?

Per its most recent Form 5500 Schedule A, SUMMIT ORTHOPEDICS, LTD's broker of record is KEVIN SPAHN.

What insurance carrier does SUMMIT ORTHOPEDICS, LTD use?

SUMMIT ORTHOPEDICS, LTD's benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does SUMMIT ORTHOPEDICS, LTD's group plan renew?

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

Where does this data come from?

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