What departments does Summit Benefit and Actuarial Services, Inc. have?

Summit Benefit and Actuarial Services, Inc. has employees across 5 departments including Administrative, Marketing, Accounting, Consultant, Analytics.

What is the largest department at Summit Benefit and Actuarial Services, Inc.?

The largest department at Summit Benefit and Actuarial Services, Inc. is Administrative with 2 employees.

Where are Summit Benefit and Actuarial Services, Inc. employees located globally?

Summit Benefit and Actuarial Services, Inc. has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Summit Benefit and Actuarial Services, Inc.'s team size changed over time?

Summit Benefit and Actuarial Services, Inc.'s team has remained stable from approximately 8 to 8 employees based on available data.

Summit Benefit and Actuarial Services, Inc. Employee Directory

Financial ServicesOregon, United States11-50 Employees

Summit Benefit and Actuarial Services, Inc. operates in the financial services field with a focus on retirement plan administration and related actuarial support. The company provides third-party actuarial and technical services to more than 25 TPA firms nationwide, often maintaining long-standing partnerships. It administers qualified plans for plan sponsors, including 401(k), 403(b), defined contribution, and defined benefit plans, and it does not sell investment or insurance products; its core expertise is navigating the laws and IRS regulations that govern qualified plans and pension design.

It also offers Affordable Care Act services, including plan design, full-service administration, and compliance with IRC 4980H, 6055/6056, and 1094/1095 reporting, along with determining Applicable Large Employer status and which employees are offered benefits. The firm tracks employee eligibility, forecasts potential penalties, provides monthly reporting, and handles IRS electronic filing, reflecting its approach to integrating ACA administration with its retirement plan services. Based in Eugene, Oregon, Summit Benefit and Actuarial Services is a mid-sized company that was acquired by Economic Group Pension Services in August 2021.

Summit Benefit and Actuarial Services, Inc. Global Highlights

North America
26

United States Of America
26

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Summit Benefit and Actuarial Services, Inc.'s Leadership

S. B.
Senior Vice President
Mobile Phone
Email
A. H.
Director
Mobile Phone
Email
A. A.
Accounting Manager
Mobile Phone
Email
J. L.
Office Manager
Mobile Phone
Email
D. E.
Office Manager
Mobile Phone
Email
J. N.
Accounting Manager
Mobile Phone
Email
J. F.
Managing Principal
Mobile Phone
Email
G. S.
Senior Actuary
Mobile Phone
Email

Summit Benefit and Actuarial Services, Inc. Employee Metrics

100%

50%

0%

2026

2025

Finance
Banking
Legal
Accounting
Administrative
Other

Contact profiles from Summit Benefit and Actuarial Services, Inc.

Name

Title

Contact Info

Location

Last Update

D. G.
Accounting Specialist
Mobile Phone
Email
United StatesOregon
Jul 31, 2025
K. C.
Aca Consultant
Mobile Phone
Email
United StatesOregon
Jul 09, 2024
K. B.
Db Team Assistant
Mobile Phone
Email
Oct 22, 2024
M. M.
Business Analyst
Mobile Phone
Email
UNITED KINGDOMGreater London
Oct 31, 2023
A. R.
Aca Data Analyst
Mobile Phone
Email
United StatesOregon
Oct 18, 2025

Frequently Asked Questions

What is Summit Benefit and Actuarial Services, Inc. known for?

Summit Benefit and Actuarial Services, Inc. was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 374 West 12th Avenue Eugene, Oregon 97401 United States; you can contact the main corporate office by phone at

+1-541-344-****

. Explore Summit Benefit and Actuarial Services, Inc.'s company overview page for more information.

What is Summit Benefit and Actuarial Services, Inc.'s most common email format?

Summit Benefit and Actuarial Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Benefit and Actuarial Services, Inc. email formats with LeadIQ.

How many employees does Summit Benefit and Actuarial Services, Inc. have currently?

Summit Benefit and Actuarial Services, Inc. has approximately 15 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Summit Benefit and Actuarial Services, Inc.'s key employees and leadership?

As of December 2025, Summit Benefit and Actuarial Services, Inc.'s key employees include:

Senior Vice President: S. B.
Director: A. H.
Accounting Manager: A. A.
Office Manager: J. L.
Office Manager: D. E.

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Summit Benefit and Actuarial Services, Inc. Employee Directory

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