Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$184K
- Short-term disability$184K
- Long-term disability$184K
- Other$184K
- Dental$106K
- Vision$106K
Sponsor portfolio
SYNERGY HEALTHCARE ASSOCIATES
EIN 26-4333033Latest filing 2025
Plans
2
Retirement
1
$30.3M assets
Welfare
1
$291K premiums
Participants
383
14100 SAN PEDRO AVENUE, SUITE 200 - SAN ANTONIO, TX 78232210-653-5501synergyhealthcareassociates.comLinkedIn1-10 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $291K premiums / 294 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY50%
- AMERITAS LIFE INSURANCE CORP.37%
- AMERICAN UNITED LIFE INSURANCE COMPANY7%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
Broker market share
Schedule A broker compensation
100%top
- THE BALDWIN GROUP WEST LLC100%
- AMCORP0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SYNERGY HEALTHCARE ASSOCIATES 401(K) PLAN
401k
Assets$30.3M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SYNERGY HEALTHCARE ASSOCIATES, PLLC HEALTH & WELFARE PLAN
Mixed - RELIANCE MATRIX
Premiums$291K
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SYNERGY HEALTHCARE ASSOCIATES 401(K) PLAN | 401k | $30.3M | 247 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SYNERGY HEALTHCARE ASSOCIATES, PLLC HEALTH & WELFARE PLAN | Mixed | RELIANCE MATRIX | $291K | 294 | 2025 |
Retirement plans
Welfare plans