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SYNERGISTIC WEALTH SOLUTIONS, LLC
Sponsor portfolio
Welfare / Health
EIN
413476991
SYNERGISTIC WEALTH SOLUTIONS, LLC
236 MERLOT LN · SAINT ALBANS, MO 63073
3148827953
Plans filed
1
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
i
$0
No prior year
Persons covered
i
0
No prior year
Total participants
i
2
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$0
SYNERGISTIC WEALTH SOLUTIONS, LLC MCF BENEFIT PLAN
Self-funded
0 covered
·
0 carriers
History & trajectory
3 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
Plan #501
SYNERGISTIC WEALTH SOLUTIONS, LLC MCF BENEFIT PLAN
0 covered · 0 contracts
$0
Company contact details
Filing signers, plan administrators, auditors, actuaries
2 contacts
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
3 documents - 1 plan - 3 years