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Filings through Oct 24, 2026.

Synergy Business Innovation and

EIN 84-1698665-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$51.9M assets
Health & Benefits
2
$1.1M premiums
Participants
1,152
1902 CAMPUS COMMONS DRIVE, SUITE 600 - RESTON, VA 20191512-363-0285
Plans on this EIN
3 filings
#001401(k)-$51.9M - 630 part#502Mixed-$1.1M - 1,816 lives#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $1.1M premiums / 1,816 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$633K
  • Short-term disability$633K
  • Long-term disability$633K
  • Other$633K
  • Dental$462K
  • Vision$462K
Total $1.1M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN

401(k)

Assets$51.9M
Participants630
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

SYNERGY BUSINESS INNOVATION & SOLUTIONS, INC. GROUP INSURANCE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,816
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

SYNERGY BUSINESS INNOVATION & SOLUTIONS, INC. GROUP HEALTH BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN401(k)$51.9M6302025
  • SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN$51.9M
    #001 · 401(k) · 2025630

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502SYNERGY BUSINESS INNOVATION & SOLUTIONS, INC. GROUP INSURANCE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.1M1,8162025
#501SYNERGY BUSINESS INNOVATION & SOLUTIONS, INC. GROUP HEALTH BENEFIT PLANSelf-funded-$002025
  • SYNERGY BUSINESS INNOVATION & SOLUTIONS, INC. GROUP INSURANCE PLAN$1.1M
    #502 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,816
  • SYNERGY BUSINESS INNOVATION & SOLUTIONS, INC. GROUP HEALTH BENEFIT PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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