Welfare broker

SYNERGY CORPORATE SERVICES, INC.

Mailing address (most recent filing)

267 WEST WIEUCA ROAD NE

SUITE 204

ATLANTA, GA 30342

Total comp: $411K
Commissions: $345K
Fees: $66K
Filings: 7
Sponsors: 7

Carrier mix

Where SYNERGY CORPORATE SERVICES, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

CIGNA HEALTH AND LIFE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$1.0M	50.0%
BLUE CROSS OF CALIFORNIA	1	$1.8M	50.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
KY	1	$1.0M	0.0%	9.85x
GA	1	$1.8M	0.0%	7.59x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of SYNERGY CORPORATE SERVICES, INC.'s plans by broker comp / premium ratio. Median 12.41% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of SYNERGY CORPORATE SERVICES, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where SYNERGY CORPORATE SERVICES, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
STOCKTON MORTGAGE CORPORATION STOCKTON MORTGAGE CORPORATION WELFARE BENEFITS PLAN	KY	$1.0M	$198K	CIGNA HEALTH AND LIFE INSURANCE COMPANY
TROPICAL SMOOTHIE CAFE, LLC WELFARE BENEFIT PLAN	GA	$1.8M	$97K	BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC

Carrier

Plans

Premium

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$1.0M

50.0%

BLUE CROSS OF CALIFORNIA

$1.8M

50.0%

State

Plans

Premium

State share

Index

$1.0M

0.0%

9.85x

$1.8M

0.0%

7.59x

Sponsor

Loc

Premium

Comp

Carrier

STOCKTON MORTGAGE CORPORATION

STOCKTON MORTGAGE CORPORATION WELFARE BENEFITS PLAN

$1.0M

$198K

CIGNA HEALTH AND LIFE INSURANCE COMPANY

TROPICAL SMOOTHIE CAFE, LLC

WELFARE BENEFIT PLAN

$1.8M

$97K

BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC