Summit Dental Management, S.c.

EAU Claire, WI Health careNAICS 621210

Self-funded health planPlan year 2025Renews January
567Participants+4% vs. prior year
$1.3MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#28 of 29Health care in WIBy participants

Overview

Summit Dental Management, S.c. sponsors a self-funded health plan that covered 567 participants in plan year 2025, up 4% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, short-term disability, long-term disability.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
567 · prior year 544
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Summit Dental Consulting Employee Benefits Plan, plan 530 (567 participants)
Broker compensation
$17K across insured contracts
MedicalLife insuranceDentalShort-term disabilityLong-term disabilityOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Sun Life Assurance Company of CanadaLife, Short-term disability, Long-term disability567$389K$17K

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$1.3M/ year

Estimated prescription spend: 567 participants × $2,371 national average per member. Usually higher once dependents are counted.

$35K–$86K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$10K–$26K
Lower-cost therapeutic alternatives$15K–$31K
Generic pricing vs. actual cost$6K–$19K
PBM contract terms$3K–$10K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Summit Dental Management, S.c.
Sponsor EIN
39-1990304
Plan number
530
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 39-1990304 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Summit Dental Consulting 401(k) Profit Sharing Plan
Type
401(k) plan
Participants
689

About this data

Source: Summit Dental Management, S.c.'s Form 5500 filing for plan year 2025 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 Summit Dental Management, S.c..

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