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Sponsor portfolio

SYR SERVICE COMPANY LLC

EIN 43-2089684-Latest filing 2025
Plans
4
Retirement
0
Welfare
4
$4.0M premiums
Participants
822
900 SAN YSIDRO LANE - SANTA BARBARA, CA 93108630-455-7709
Plans on this EIN
4 filings
#503Fully Insured-$2.6M - 406 lives#502Fully Insured-$1.4M - 137 lives#504Fully Insured-$13K - 168 lives#501Fully Insured-$13K - 162 lives

Benefits portfolio analytics

4 plans / $4.0M premiums / 873 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Other$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Life$13K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • AETNA LIFE INSURANCE COMPANY100%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • LINDA W OLGUIN83%
  • DKG INSURANCE AND FIN SVCS INC16%
  • DISABILITY RMS1%
  • STEVEN NIKOLOPOULOS0%
  • JONATHAN SCHOENBERG0%
  • +1 more
Total $157K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#503

SYR SERVICE COMPANY, LLC AETNA PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$2.6M
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SYR SERVICE COMPANY LLC UNITEDHEALTHCARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SYR SERVICE COMPANY, LLC LIFE & DISABILITY PLAN

Fully Insured - NEW YORK LIFE INSURANCE COMPANY

Premiums$13K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SYR SERVICE COMPANY LLC LIFE & DISABILITY PLAN

Fully Insured - NEW YORK LIFE INSURANCE COMPANY

Premiums$13K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SYR SERVICE COMPANY, LLC AETNA PLANFully InsuredAETNA HEALTH, INC.$2.6M4062025
502SYR SERVICE COMPANY LLC UNITEDHEALTHCARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.4M1372024
504SYR SERVICE COMPANY, LLC LIFE & DISABILITY PLANFully InsuredNEW YORK LIFE INSURANCE COMPANY$13K1682025
501SYR SERVICE COMPANY LLC LIFE & DISABILITY PLANFully InsuredNEW YORK LIFE INSURANCE COMPANY$13K1622024
Retirement plans
Welfare plans
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