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Sponsor portfolio

PSYNERGY PROGRAMS, INC.

EIN 74-3131675-mental health care-Latest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$126K premiums
Participants
431
18225 HALE AVENUE - MORGAN HILL, CA 95037408-465-8280psynergy.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#001401k-$5.1M - 241 part#501Mixed-$126K - 190 lives

Benefits portfolio analytics

1 plan / $126K premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$126K
  • Vision$126K
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
Total $126K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $126K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LILA S. GEE100%
Total $10K1 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

PSYNERGY PROGRAMS, INC. 401(K) PLAN

401k

Assets$5.1M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GUARDIAN ANYTIME

Mixed - GUARDIAN

Premiums$126K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PSYNERGY PROGRAMS, INC. 401(K) PLAN401k$5.1M2412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GUARDIAN ANYTIMEMixedGUARDIAN$126K1902025
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