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Sponsor portfolio

SYNERGY COMMUNITY COOPERATIVE (D/B/A SYNERGY COOPERATIVE)

EIN 39-1764869-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
1
$24.4M assets
Welfare
1
$3.0M premiums
Participants
776
229 RAILROAD ST HWY 25, PO BOX 155 - RIDGELAND, WI 54763715-949-1165
Plans on this EIN
2 filings
#001401k-$24.4M - 493 part#501Fully Insured-$3.0M - 299 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$132K
  • Other$102K
  • Short-term disability$79K
  • Long-term disability$40K
  • Life$24K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • PREVEA360 HEALTH PLAN87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA4%
  • AFLAC1%
  • VISION SERVICE PLAN1%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • T I C INC90%
  • GCG FINANCIAL LLC11%
  • J A COUNTER AND ASSOCIATES INC-1%
Total $92K3 slices

Plan deep-dives

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

CO-OP 401(K) PLAN

401k

Assets$24.4M
Participants493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SYNERGY COMMUNITY COOPERATIVE HEALTH & WELFARE PLAN

Fully Insured - PREVEA360 HEALTH PLAN

Premiums$3.0M
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CO-OP 401(K) PLAN401k$24.4M4932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SYNERGY COMMUNITY COOPERATIVE HEALTH & WELFARE PLANFully InsuredPREVEA360 HEALTH PLAN$3.0M2992025
Retirement plans
Welfare plans
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