PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SYNERGY IT SOLUTIONS OF NYS, INC.
Sponsor portfolioTH

SYNERGY IT SOLUTIONS OF NYS, INC.

EIN 16-0985336-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$17.7M assets
Welfare
1
$983K premiums
Participants
401
452 SONWIL DRIVE, SUITE 4 - CHEEKTOWAGA, NY 14225716-250-3255synergyits.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#004401k-$12.1M - 133 part#005ESOP-$5.5M - 174 part#502Fully Insured-$983K - 94 lives

Retirement portfolio analytics

2 plans aggregated / $17.7M assets / 307 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • SOLUTIONS, INC. 401(K) (#004)69%
  • EMPLOYEE STOCK OWNERSHIP (#005)31%
Total $17.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#005)174
  • SOLUTIONS, INC. 401(K) (#004)133
Total 307Click row to drill in

Benefits portfolio analytics

1 plan / $983K premiums / 94 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$851K
  • Prescription drug$851K
  • Life$74K
  • Short-term disability$74K
  • Long-term disability$74K
  • Other$74K
  • +2 more
Total $983K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
Total $983K2 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HUB INTERNATIONAL MIDWEST LIMITED89%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
Total $58K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

THE SYNERGY GLOBAL SOLUTIONS, INC. 401(K) PLAN

401k

Assets$12.1M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SYNERGY GLOBAL SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.5M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SYNERGY IT SOLUTIONS OF NYS INC.

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$983K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004THE SYNERGY GLOBAL SOLUTIONS, INC. 401(K) PLAN401k$12.1M1332025
005SYNERGY GLOBAL SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.5M1742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SYNERGY IT SOLUTIONS OF NYS INC.Fully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$983K942024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica