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  2. SYR, INC.
Sponsor portfolio

SYR, INC.

EIN 54-1413478-consumer services-Latest filing 2025
Plans
2
Retirement
1
$882K assets
Welfare
1
$764K premiums
Participants
332
795 MONTICELLO AVE - NORFOLK, VA 23510757-627-0550syrtools.comLinkedIn51-200 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$882K - 213 part#510Fully Insured-$764K - 121 lives

Benefits portfolio analytics

1 plan / $764K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$710K
  • Dental$44K
  • Vision$10K
Total $764K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • ANTHEM LIFE INSURANCE COMPANY93%
  • UNITED CONCORDIA INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
Total $764K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PROFESSIONAL BENEFIT SOLUTIONS LLC100%
Total $22K1 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

SYR, INC. 401(K) PLAN

401k

Assets$882K
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SYR, INC. EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - HEALTHKEEPERS, INC.

Premiums$764K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYR, INC. 401(K) PLAN401k$882K2132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SYR, INC. EMPLOYEE WELFARE BENEFITS PLANFully InsuredHEALTHKEEPERS, INC.$764K1212025
Retirement plans
Welfare plans
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