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Sponsor portfolio

SYNDICATE SALES INC.

EIN 35-6207887-consumer goods-Latest filing 2024
Plans
3
Retirement
1
$12.4M assets
Welfare
2
$1.7M premiums
Participants
610
2025 N WABASH AVE - KOKOMO, IN 46901765-457-7277syndicatesales.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
3 filings
#002401k-$12.4M - 269 part#503Fully Insured-$1.6M - 124 lives#504Fully Insured-$141K - 216 lives

Benefits portfolio analytics

2 plans / $1.7M premiums / 340 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Life$124K
  • Long-term disability$124K
  • Other$17K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • ANTHEM LIFE INSURANCE COMPANY99%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SHEPERD INSURANCE LLC100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SYNDICATE SALES INC. TEAM MEMBERS' 401(K) PLAN

401k

Assets$12.4M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SYNDICATE SALES, INC. GROUP HEALTH PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC

Premiums$1.6M
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SYNDICATE SALES, INC. INSURANCE PLAN

Fully Insured - ANTHEM LIFE INSURANCE COMPANY

Premiums$141K
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SYNDICATE SALES INC. TEAM MEMBERS' 401(K) PLAN401k$12.4M2692024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SYNDICATE SALES, INC. GROUP HEALTH PLANFully InsuredANTHEM INSURANCE COMPANIES, INC$1.6M1242024
504SYNDICATE SALES, INC. INSURANCE PLANFully InsuredANTHEM LIFE INSURANCE COMPANY$141K2162024
Retirement plans
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