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Benefits Intelligence/Broker Directory/Massachusetts

Summit Financial Corporation

Burlington, MA

Summit Financial Corporation of Burlington, MA is the broker of record on 95 Form 5500 Schedule A filings covering 33 employer benefit plans across 12 states, with $1,948,830 in reported broker commissions (plan year 2022).

Employer clients
33
distinct plan sponsors
Schedule A filings
95
States served
12
Reported commissions
$1,948,830
plan year 2022
Reported fees
$234,121

Employer clients

Plan sponsors naming Summit Financial Corporation on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Electro-Motive Diesel, Inc.IL9022014-12-31
The Hawthorn Group, Inc.OK7902011-12-31
Symbotic LLCMA5982017-12-31
30 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.