Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Other$41K
- Life$14K
Filings through .
Sponsor portfolio
Synergy Orthopedic Specialists, Inc.
EIN 45-5215138medical practiceLatest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$1.1M premiums
Participants
400
9095 RIO SAN DIEGO DRIVE, SUITE 410 - SAN DIEGO, CA 92108858-412-6080synergysmg.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 223 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SYNERGY ORTHOPEDIC SPECIALISTS, INC. 401(K) PLAN
401(k)
Assets$8.1M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SYNERGY ORTHOPEDIC SPECIALISTS HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SYNERGY ORTHOPEDIC SPECIALISTS, INC. 401(K) PLAN | 401(k) | $8.1M | 239 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SYNERGY ORTHOPEDIC SPECIALISTS HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $1.1M | 223 | 2025 |
Retirement plans
Welfare plans