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Sponsor portfolio

SYNERGY SERVICES, INC.

EIN 43-0970674-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$1.6M premiums
Participants
397
400 E. SIXTH STREET - PARKVILLE, MO 64152816-505-4782synergyservices.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$3.2M - 232 part#502Fully Insured-$1.6M - 168 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$58K
  • Life$34K
  • Other$34K
  • Short-term disability$30K
  • Long-term disability$17K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • HUMANA INSURANCE COMPANY4%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ROBERT E. MILLER INSURANCE AGENCY100%
Total $104K1 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

SYNERGY SERVICES INC. 401(K) PLAN

401k

Assets$3.2M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SYNERGY SERVICES, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF KANSAS CITY

Premiums$1.6M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYNERGY SERVICES INC. 401(K) PLAN401k$3.2M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SYNERGY SERVICES, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF KANSAS CITY$1.6M1682025
Retirement plans
Welfare plans
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