November 2006—James Wood is promoted from director of underwriting to the newly created position of vice president of marketing.
July 2006—Jeff Hinson joins Summit as vice president of medical claims, a new position.
May 2006—Louisiana Retailers Mutual Insurance Company is upgraded by A.M. Best Co. from B++ (Very Good) to A- (Excellent).
March 2006—Carol Sipe is promoted to the newly created position of senior vice president/general manager of Summit operations.
June 2005—Summit expands the operation of Bridgefield Casualty Insurance Company to North Carolina.
December 2004—Brad Ritter is promoted to the position of vice president and chief actuary.
November 2004—David Conway joins Summit as chief financial officer and vice president in charge of finance.
January 2004—Steve Smithson is named vice president in charge of loss control and premium audit.
2003—Bridgefield Casualty Insurance Company begins writing workers’ comp coverage in Arkansas. Summit begins marketing BusinessFirst Insurance Company™. The company is licensed in Florida.
June 2002—Louisiana Retailers Mutual Insurance Company has earned a B++ rating in its first-ever review from A.M. Best Company, the world’s oldest and most widely recognized source of insurance rating and information.
2001—Summit opens a new regional office in Gainesville, Georgia, and Bridgefield Casualty Insurance Company is approved to write coverage in Tennessee and South Carolina.
2000—Summit expands the operation of Bridgefield Casualty Insurance Company to Alabama, Georgia, Kentucky and Mississippi.
July 1999—Bill Bull resigns as president and CEO of Summit. Ricky T. Hodges is named to succeed him. Carol Sipe, director of operations for Summit Claims Management Inc., is promoted to Summit’s VP of operations.
January 1999—Summit forms its own statewide managed-care arrangement with a proprietary provider network in Florida. Heritage Summit HealthCare of Florida Inc.—a member of the Summit family of companies—establishes the network to provide medical services for claimants covered through workers’ compensation insurance programs managed by Summit Consulting Inc.
November 1998—Rick Hodges is named chief operations officer for Summit Consulting Inc. Bob O’Halloran succeeds Rick as vice president of Summit Claims Management Inc.
September 1998—Summit becomes a wholly owned subsidiary of Liberty Mutual Insurance Group. Summit Holding Southeast Inc., stock will no longer be publicly traded.
July 1998—Louisiana Retailers Association Self Insurers Fund converts to a mutual insurance company (Louisiana Retailers Mutual Insurance Company).
June 1998—Bridgefield Casualty Insurance Company begins writing coverage in Louisiana.
May 1997—Summit Holding Southeast Inc. (Summit) begins publicly trading its stock on the NASDAQ exchange under the symbol “SHSE.” Bridgefield Employers Insurance Company is formed by converting the Employers Self Insurers Fund to a stock insurance company.
December 1996—Summit Holding Southeast, Inc., announces plans to go public in an $85 million stock offering. Summit would be a holding company for the Employers Self Insurers Fund.
October 1995—Summit adds Bridgefield Casualty Insurance Company, a nonassessable stock insurance company, to its family of companies and begins writing coverage in Florida.
March 1994—Summit Consulting enters into an agreement with CAC-Ramsay HMO Inc. of Coral Gables to provide a managed-care arrangement (MCA) for members of the Employers Self Insurers Fund and the Florida Retail Federation Self Insurers Fund.
August 1991—Rick Hodges is appointed vice president of Summit Claims Management, Inc., a wholly owned subsidiary of Summit Consulting.
January 1989—Summit Claims Management Inc., a wholly owned subsidiary of Summit Consulting, assumes management of the Claims Center in Lakeland, Florida. Summit Consulting’s claims work was previously handled on-site by Adjustco, Inc., an independent company headquartered in San Francisco.
January 1987—Summit principals C.C. “Doc” Dockery and Thomas Petcoff retire. William B. (Bill) Bull, formerly vice president of operations, becomes president and chief executive officer. Dockery retires as chairman of the board. Petcoff retires as president.
August 1985—Thomas Petcoff is named president and chief operating officer of Summit Consulting, Inc. C.C. “Doc” Dockery continues as Summit’s chairman of the board and chief executive officer.
April 1985—William B. Bull is named vice president of operations for Summit Consulting, Inc. Bull has served as assistant to the president since November 1984.
July 1980—Summit charters the Louisiana Retailers Association Self Insurers Fund. The sponsor is the Louisiana Retailers Association. Summit maintains a branch office in Baton Rouge, Louisiana, to serve Louisiana insureds.
January 1979—Summit charters the Florida Retail Federation Self Insurers Fund. The sponsoring association is the Florida Retail Federation in Tallahassee, Florida.
Autumn 1977—Summit Consulting Inc., managed by founders C.C. “Doc” Dockery and Thomas Petcoff, begins to create and administer group workers’ compensation self-insurance programs for trade associations.
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