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Sponsor portfolio

SYNERGY55 LLC

EIN 36-4259890-computer software-Latest filing 2024
Plans
2
Retirement
1
$212.8M assets
Welfare
1
$735K premiums
Participants
1,609
955 NATIONAL PARKWAY, SUITE 10 - SCHAUMBURG, IL 60173847-437-0200synergy55.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$212.8M - 944 part#501Mixed-$735K - 1,514 lives

Benefits portfolio analytics

1 plan / $735K premiums / 1,514 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$577K
  • Life$574K
  • Long-term disability$407K
  • Vision$123K
  • Dental$36K
Total $735K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA78%
  • EYEMED VISION CARE17%
  • DELTA DENTAL OF CALIFORNIA5%
  • COMPSYCH0%
Total $735K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $134K1 slice

Plan deep-dives

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

SYNERGY55 LLC PROFIT SHARING AND SAVINGS PLAN

401k

Assets$212.8M
Participants944
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SYNERGY55 LLC AND AFFILIATES EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$735K
Covered lives1,514
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYNERGY55 LLC PROFIT SHARING AND SAVINGS PLAN401k$212.8M9442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SYNERGY55 LLC AND AFFILIATES EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$735K1,5142024
Retirement plans
Welfare plans
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