Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
SYNERGY ENTERPRISES, INCORPORATED
EIN 04-3755253government relationsLatest filing 2024
Plans
3
Retirement
2
$15.7M assets
Welfare
1
$1.1M premiums
Participants
437
6116 EXECUTIVE BLVD, SUITE 311 - NORTH BETHESDA, MD 20852240-485-1700seiservices.comLinkedIn51-200 employeesgovernment relations
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $15.7M assets / 336 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 154 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Dental$1.0M
- Prescription drug$1.0M
- Life$37K
- Short-term disability$37K
- Long-term disability$37K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- GROUP HOSPITALIZATION MEDICAL SERVICES, INC.96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
87%top
- MARSH & MCLENNAN AGENCY LLC87%
- POTOMAC BASIN GROUP ASSOC LLC12%
- BROKER NOT PROVIDED1%
- NFP INSURANCE SERVICES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SEI 401(K) PLAN
401k
Assets$12.1M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SYNERGY ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.6M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SYNERGY ENTERPRISES, INC., WELFARE BENEFIT PLAN
Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
Premiums$1.1M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SEI 401(K) PLAN | 401k | $12.1M | 216 | 2024 | |
| 003 | SYNERGY ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.6M | 120 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SYNERGY ENTERPRISES, INC., WELFARE BENEFIT PLAN | Fully Insured | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | $1.1M | 154 | 2024 |
Retirement plans
Welfare plans