Summit Financial Group Inc
Dallas, TX
Summit Financial Group Inc of Dallas, TX is the broker of record on 83 Form 5500 Schedule A filings covering 46 employer benefit plans across 7 states, with $3,679,725 in reported broker commissions (plan year 2025).
Quick answer
Summit Financial Group Inc (Dallas, TX) is the broker of record for 46 employer benefit plan sponsors on 83 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Summit Financial Group Inc have?
- Summit Financial Group Inc is named as broker on Form 5500 Schedule A filings for 46 distinct plan sponsors in 7 states.
- Who are Summit Financial Group Inc's largest employer clients?
- By plan participants, the largest include Abel Hr, Inc. (13,957 participants), Progress Rail Services Corporation (3,838 participants) and Alliance Coal LLC (3,475 participants).
- How much does Summit Financial Group Inc earn in commissions?
- Insurers reported $3.7 million in broker commissions and $818,595 in fees paid to Summit Financial Group Inc for plan year 2025, per Schedule A Part 1.
- Where is Summit Financial Group Inc located?
- Summit Financial Group Inc is based in Dallas, TX and has employer clients in 7 states.
- How does Summit Financial Group Inc rank among benefits brokers in Texas?
- Summit Financial Group Inc ranks #44 by employer clients among the 50 most active benefits brokers based in Texas.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Summit Financial Group Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Abel Hr, Inc. | NJ | 13,957 | 2025-10-31 |
| Progress Rail Services Corporation | AL | 3,838 | 2024-12-31 |
| Alliance Coal LLC | OK | 3,475 | 2025-12-31 |
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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.