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Form 5500 · Employee benefit plan · FORT COLLINS, CO

SUMMITSTONE HEALTH PARTNERS

Public Form 5500 records show how SUMMITSTONE HEALTH PARTNERS (FORT COLLINS, CO) structures its employee benefits. Its broker of record is SHIRAZI MILLER BENEFITS, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 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 Jul 2026

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

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability614December$33,880
CIGNA HEALTH AND LIFE INSURANCE COMPANYDental488December$26,748
CIGNA HEALTH AND LIFE INSURANCE COMPANY500December$18,570
VISION SERVICE PLANVision479December$5,748

Questions

Who is SUMMITSTONE HEALTH PARTNERS's benefits broker?

Per its most recent Form 5500 Schedule A, SUMMITSTONE HEALTH PARTNERS's broker of record is SHIRAZI MILLER BENEFITS, LLC.

What insurance carrier does SUMMITSTONE HEALTH PARTNERS use?

SUMMITSTONE HEALTH PARTNERS's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.

When does SUMMITSTONE HEALTH PARTNERS's group plan renew?

The most recent Schedule A policy period for SUMMITSTONE HEALTH PARTNERS ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SUMMITSTONE HEALTH PARTNERS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.