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Sponsor portfolio

SYNTAX SYSTEMS USA

EIN 03-0524476-Latest filing 2025
Plans
2
Retirement
1
$63.3M assets
Welfare
1
$926K premiums
Participants
841
629 DAVIS DRIVE, SUITE 600 - MORRISVILLE, NC 27560919-328-1037
Plans on this EIN
2 filings
#001401k-$63.3M - 503 part#509Mixed-$926K - 857 lives

Benefits portfolio analytics

1 plan / $926K premiums / 857 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$480K
  • Life$370K
  • Short-term disability$370K
  • Long-term disability$370K
  • Other$370K
  • Vision$76K
Total $926K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY40%
  • VISION SERVICE PLAN8%
Total $926K3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • GALLAGHER BENEFIT SERVICES, INC.87%
  • BOLLINGER INC13%
Total $138K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SYNTAX 401(K) SAVINGS PLAN

401k

Assets$63.3M
Participants503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

SYNTAX HEALTH & WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$926K
Covered lives857
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYNTAX 401(K) SAVINGS PLAN401k$63.3M5032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509SYNTAX HEALTH & WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$926K8572025
Retirement plans
Welfare plans
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