PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SYNERGY ENTERPRISES, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 04-3755253

SYNERGY ENTERPRISES, INC.

6116 EXECUTIVE BLVD, SUITE 311 · NORTH BETHESDA, MD 20852
2022460363
Plans filed
1
Years active
2024–2024
Industry
NAICS 87
Latest filing
2024
Total premiums (latest)
$1.1M
No prior year
Persons covered
154
No prior year
Total participants
101
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
SYNERGY ENTERPRISES, INC., WELFARE BENEFIT PLAN
Fully insured154 covered·3 carriers
Primary: GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.0M31.7%
Dental$1.0M31.7%
Prescription drug$1.0M31.7%
Life$37K1.1%
Short-term disability$37K1.1%
Long-term disability$37K1.1%
Other$37K1.1%
Vision$11K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
EIN 530078070
HRxD
$1.0M95.5%11154
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$37K3.5%11129
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$11K1.0%11147

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCBETHESDA, MDGROUP HOSPITALIZATION MEDICAL SERVICES, INC., UNITED OF OMAHA LIFE INSURANCE COMPANY$7K$56K$63K86.8%1
POTOMAC BASIN GROUP ASSOC LLCBELTSVILLE, MDGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$0$9K$9K12.0%1
BROKER NOT PROVIDED—FIDELITY SECURITY LIFE INSURANCE$528$0$5280.7%1
NFP INSURANCE SERVICES INCWEST LAKE HILLS, TXUNITED OF OMAHA LIFE INSURANCE COMPANY$0$354$3540.5%1

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica