Summa Health
Overview
Summa Health sponsors a self-funded health plan that covered 11,129 participants in plan year 2024. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 11,129
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Summa Health Welfare Benefit Plan, plan 515 (11,129 participants); Summa Health System Hospitals Pre-Tax Deduction Plan, plan 514 (2,364 participants)
- Broker compensation
- $163K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Delta Dental of Ohio | Dental | 11,063 | $3.4M | — |
| Reliance Standard Life Insurance Company | Life, Long-term disability, Accidental Death and Dismemberment | 7,327 | $2.1M | $161K |
| Vision Service Plan | Vision | 4,903 | $1.2M | — |
| Unum-Provident Life & Accident Insurance Company | Life | 317 | $28K | $1K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 11,129 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Summa Health
- Sponsor EIN
- 34-1887844
- Plan numbers
- 515, 514
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 34-1887844 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Summa Health 403(b) Retirement Savings Plan
- Type
- Defined contribution plan
- Participants
- 8,038
About this data
Source: Summa Health's Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Summa Health.