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Sponsor portfolioWelfare / HealthEIN 01-0311732
SYNERGENT
PO BOX 1236 · PORTLAND, ME 04104
2075235092
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
345
No prior year
Total participants
199
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.6M | 67.0% | |
| Other | $357K | 9.3% | |
| Life | $283K | 7.4% | |
| Short-term disability | $220K | 5.8% | |
| Long-term disability | $220K | 5.8% | |
| Dental | $167K | 4.4% | |
| Vision | $16K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $2.6M | 82.6% | 1 | 1 | 345 |
EIN 010278678 | LSTDLTDOth | $357K | 11.5% | 1 | 5 | 220 |
EIN 010286541 | D | $167K | 5.4% | 1 | 1 | 316 |
EIN 270175911 | V | $16K | 0.5% | 1 | 1 | 257 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CU INSURANCE SOLUTIONS, LLC | WESTBROOK, ME | UNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL PLAN OF MAINE, AETNA LIFE INSURANCE CO., RED TREE INSURANCE COMPANY, INC. | $103K | $0 | $103K | 99.3% | 1 |
| COMBINED SERVICES LLC | CONCORD, NH | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, RED TREE INSURANCE COMPANY, INC. | $460 | $0 | $460 | 0.4% | 1 |
| INSURANCE TRUST | WESTBROOK, ME | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $278 | $0 | $278 | 0.3% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan