Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$728K
- Other$163K
Sponsor portfolio
SYNTRIO SOLUTIONS, LLC
EIN 88-4377634InformationLatest filing 2025
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$891K premiums
Participants
258
7110 US HIGHWAY 287 E - VERNON, TX 76384940-886-2017
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $891K premiums / 198 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- SYMETRA LIFE INSURANCE COMPANY82%
- HARTFORD LIFE AND ACCIDENT16%
- HCC LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
81%top
- THE MUND GROUP LTD81%
- TAGCO ASSOCIATES LP15%
- KATHY SUE ENOCHS3%
- IMAGINE 360 ADMINISTRATORS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SYNTRIO SOLUTIONS, LLC 401(K) PLAN
401k
Assets$11.1M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SYNTRIO SOLUTIONS, LLC HEALTH BENEFITS PLAN
Mixed - SYMETRA
Premiums$891K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SYNTRIO SOLUTIONS, LLC 401(K) PLAN | 401k | $11.1M | 102 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SYNTRIO SOLUTIONS, LLC HEALTH BENEFITS PLAN | Mixed | SYMETRA | $891K | 198 | 2025 |
Retirement plans
Welfare plans