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Our Story

Independent by choice.
Accountable by design.

Summit Health Administration was founded on a simple idea: employers deserve a benefits partner whose only interest is theirs.

Who we are

A TPA built around the employer, not the other way around.

For over 15 years, Summit Health Administration has served self-funded employers across industries with one guiding principle: your plan should work for your people, not for a carrier's bottom line.

We handle every dimension of benefits administration — claims, pharmacy, compliance, analytics, member services — so you can focus on your business. And because we're independently owned, we answer only to our clients.

Headquartered in Tampa, Florida, our team combines deep benefits expertise with modern technology to deliver a TPA experience that's responsive, transparent, and built for the long term.

15+
Years serving self-funded employers
150K
Member lives administered
97%
Client retention rate
99.2%
Claims accuracy

Our Mission

To deliver health plan administration that puts people first — giving employers the transparency and control they need, and giving members the support and access they deserve.

Our Vision

To be the TPA that proves self-funded plans can be simpler, smarter, and more human — raising the standard for what employers should expect from their benefits partner.

Our values

What guides everything we do.

Transparency

No hidden fees, no fine print, no conflicts of interest. We show you exactly what you're paying and what you're getting.

Accountability

We own outcomes, not excuses. When something needs fixing, we fix it — and we tell you about it before you have to ask.

Innovation

Modern tools, real-time reporting, and integrated systems. We invest in technology so administration gets simpler, not harder.

Service Excellence

Every member gets a real person, every call gets resolved, and every client gets a team that knows their plan inside and out.

Our journey

Milestones that define us.

2011

Founded in Tampa

Launched as an independent TPA focused on mid-market self-funded employers in the Southeast.

2014

25,000 Lives

Expanded beyond Florida, onboarding employer groups across the Southeast and into the Midwest.

2017

Pharmacy Launch

Introduced integrated PBM services with transparent pass-through pricing and clinical formulary management.

2020

Platform Overhaul

Deployed next-gen employer and member portals with real-time analytics, mobile access, and integrated reporting.

2022

100,000 Lives

Reached six-figure lives administered while maintaining 97% client retention and 99%+ claims accuracy.

2026

150K+ & Growing

Serving employers nationwide with expanded care management, predictive analytics, and a growing partner network.

Leadership

The team behind Summit.

Experienced leaders who've spent their careers in benefits administration, driven by a shared belief that employers deserve better.

DM

David Martinez

Chief Executive Officer

20+ years in health plan administration. Previously led operations at a national TPA serving 500K+ lives.

SK

Sarah Kim

Chief Operating Officer

Former VP at a leading health insurer. Specializes in operational excellence and process optimization.

RP

Robert Patel

VP of Operations

Claims and enrollment expert with 18 years in TPA operations. Obsessive about accuracy and turnaround times.

LA

Lisa Alvarez

VP of Compliance

ERISA and ACA specialist with a law background. Ensures every plan is documented, compliant, and audit-ready.

JT

James Thompson

VP of Client Services

15 years of benefits consulting experience. Leads account management with a hands-on, relationship-first approach.

NW

Nina Williams

Director of Analytics

Data science background applied to population health. Builds the reporting and predictive tools clients rely on.

Want to learn more about how we work?

We'd love to tell you about our approach, our team, and how we can serve your organization.