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Sponsor portfolio

CYNTERGY AEC, LLC

EIN 73-1535263-architecture & planning-Latest filing 2025
Plans
2
Retirement
1
$15.4M assets
Welfare
1
$1.5M premiums
Participants
360
810 SOUTH CINCINNATI - TULSA, OK 74119918-346-6830cyntergy.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401k-$15.4M - 183 part#501Fully Insured-$1.5M - 261 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Other$304K
  • Dental$293K
  • Vision$293K
  • Life$293K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
  • AFLAC1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HUB INTERNATIONAL MIDWEST LIMITED99%
  • JOSHUA L JACKS0%
  • HARVEY L JACKS0%
  • JAMES D GRACE0%
  • JENNIFER C JACKS0%
  • +3 more
Total $95K8 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

CYNTERGY AEC, LLC PROFIT SHARING 401(K) PLAN

401k

Assets$15.4M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CYNTERGY AEC, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$1.5M
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CYNTERGY AEC, LLC PROFIT SHARING 401(K) PLAN401k$15.4M1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CYNTERGY AEC, LLC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$1.5M2612025
Retirement plans
Welfare plans
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