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Sponsor portfolioWelfare / HealthEIN 43-2089684
SYR SERVICE COMPANY LLC
900 SAN YSIDRO LANE · SANTA BARBARA, CA 93108
6304557709
- Plans filed
- 4
- Years active
- 2023–2025
- Industry
- NAICS 71
- Latest filing
- 2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
574
No prior year
Total participants
822
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #503$2.6M
SYR SERVICE COMPANY, LLC AETNA PLAN
Fully insured406 covered·2 carriers
Primary: AETNA HEALTH, INC.
Plan #502$1.4M
SYR SERVICE COMPANY LLC UNITEDHEALTHCARE PLAN
Fully insured137 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #504$13K
SYR SERVICE COMPANY, LLC LIFE & DISABILITY PLAN
Fully insured168 covered·1 carrier
Primary: NEW YORK LIFE INSURANCE COMPANY
Plan #501$13K
SYR SERVICE COMPANY LLC LIFE & DISABILITY PLAN
Fully insured162 covered·1 carrier
Primary: NEW YORK LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.6M | 28.5% | |
| Prescription drug | $2.6M | 28.5% | |
| Other | $1.3M | 14.3% | |
| Dental | $1.3M | 14.2% | |
| Vision | $1.3M | 14.2% | |
| Life | $13K | 0.1% | |
| Long-term disability | $13K | 0.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRxDVOth | $2.6M | 99.5% | 1 | 2 | 406 |
EIN 135582869 | LLTDOth | $13K | 0.5% | 1 | 1 | 168 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LINDA W OLGUIN | NEW YORK, NY | AETNA HEALTH, INC., AETNA LIFE INSURANCE CO, NEW YORK LIFE INSURANCE COMPANY | $129K | $0 | $129K | 82.5% | 2 |
| DKG INSURANCE AND FIN SVCS INC | DALLAS, TX | AETNA HEALTH, INC., AETNA LIFE INSURANCE CO | $25K | $0 | $25K | 16.1% | 1 |
| DISABILITY RMS | PORTLAND, ME | NEW YORK LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.2% | 1 |
| STEVEN NIKOLOPOULOS | NEW YORK, NY | NEW YORK LIFE INSURANCE COMPANY | $164 | $0 | $164 | 0.1% | 1 |
| JONATHAN SCHOENBERG | WOODBURY, NY | NEW YORK LIFE INSURANCE COMPANY | $82 | $0 | $82 | 0.1% | 1 |
| DALIA EBIZADEH | NEW YORK, NY | NEW YORK LIFE INSURANCE COMPANY | $82 | $0 | $82 | 0.1% | 1 |
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