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Sponsor portfolio

COMFORT BRIDGE DBA CARE SYNERGY

EIN 47-1820366-Latest filing 2025
Plans
2
Retirement
1
$35.0M assets
Welfare
1
$1.6M premiums
Participants
1,482
8289 EAST LOWRY BOULEVARD - DENVER, CO 80230303-228-5647
Plans on this EIN
2 filings
#001403b-$35.0M - 958 part#502Mixed-$1.6M - 585 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 585 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Dental$1.0M
  • Life$538K
  • Short-term disability$538K
  • Long-term disability$538K
  • Vision$46K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY63%
  • SUN LIFE ASSURANCE COMPANY OF CANADA33%
  • VISION SERVICE PLAN3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
  • LIFESECURE INSURANCE COMPANY0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • IMA, INC.90%
  • WATCHTOWER TECHNOLOGIES INC8%
  • INTERMEDIARY SOLUTIONS COMPANY1%
  • LONG TERM CARE SOLUTIONS, INC.1%
  • AMERICAN INDEPENDENT MARKETING0%
Total $104K5 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

CARE SYNERGY 403(B) PLAN

403b

Assets$35.0M
Participants958
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COMFORT BRIDGE DBA CARE SYNERGY EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.6M
Covered lives585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARE SYNERGY 403(B) PLAN403b$35.0M9582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COMFORT BRIDGE DBA CARE SYNERGY EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.6M5852025
Retirement plans
Welfare plans
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