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  2. Synergy Life Insurance Strategies LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Synergy Life Insurance Strategies LLC

EIN 81-3855850-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
2
42 LAKE AVENUE EXT., PMB # 253 - DANBURY, CT 06811203-648-9910
Plans on this EIN
1 filing
#002401(k)-$1.4M - 2 part

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Retirement#002

MICHAEL H. BERGMAN PENSION PLAN

401(k)

Assets$1.4M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MICHAEL H. BERGMAN PENSION PLAN401(k)$1.4M22025
Retirement plans
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