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
Sponsor portfolio
SYNERGY BUSINESS INNOVATION AND
EIN 84-1698665Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
1
$51.9M assets
Welfare
2
$1.1M premiums
Participants
1,152
1902 CAMPUS COMMONS DRIVE, SUITE 600 - RESTON, VA 20191512-363-0285
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.1M premiums / 1,816 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
63%top
- BROWN & BROWN INSURANCE SERVICES63%
- MARSH & MCLENNAN AGENCY LLC31%
- LOCKTON COMPANIES, LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN
401k
Assets$51.9M
Participants630
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SYNERGY BUSINESS INNOVATION & SOLUTIONS, INC. GROUP INSURANCE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives1,816
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SYNERGY BUSINESS INNOVATION & SOLUTIONS, INC. GROUP HEALTH BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN | 401k | $51.9M | 630 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SYNERGY BUSINESS INNOVATION & SOLUTIONS, INC. GROUP INSURANCE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 1,816 | 2025 | |
| 501 | SYNERGY BUSINESS INNOVATION & SOLUTIONS, INC. GROUP HEALTH BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans