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Form 5500 · Employee benefit plan · FORT COLLINS, CO

SUMMITSTONE HEALTH PARTNERS

SUMMITSTONE HEALTH PARTNERS of FORT COLLINS, CO insures dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is SHIRAZI MILLER BENEFITS, LLC. Coverage is written through CIGNA HEALTH AND 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 84-1512383 · plan 501 · as of Aug 2026

Participants
520
Carriers on file
4
Disclosed commissions
$84,946
Renewal month
December

Plan brief

Schedule A lists 4 insured contracts covering dental, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 488 people.

Reported premium across the insured contracts is $981,603, with $84,946 in disclosed broker commissions — about 8.7% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

SHIRAZI MILLER BENEFITS, LLC is the broker of record on all 4 contracts.

3 carriers appear on the filing — CIGNA HEALTH AND LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA and VISION SERVICE PLAN — with CIGNA HEALTH AND LIFE INSURANCE COMPANY writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability614December$362,356$33,880
CIGNA HEALTH AND LIFE INSURANCE COMPANYDental488December$450,397$26,748
CIGNA HEALTH AND LIFE INSURANCE COMPANY500December$106,750$18,570
VISION SERVICE PLANVision479December$62,100$5,748

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