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Sponsor portfolioWelfare / HealthEIN 45-5215138

SYNERGY ORTHOPEDIC SPECIALISTS, INC.

4445 EASTGATE MALL, SUITE 105 · SAN DIEGO, CA 92121
8584126080
Plans filed
1
Years active
2022–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
223
No prior year
Total participants
161
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
SYNERGY ORTHOPEDIC SPECIALISTS HEALTH AND WELFARE BENEFIT PLAN
Mixed223 covered·5 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M48.8%
Prescription drug$1.1M48.8%
Other$41K1.8%
Life$14K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$1.1M94.9%11223
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$25K2.2%1159
MEDIEXCEL HEALTH PLAN
EIN 980689694
HRx
$17K1.5%115
STANDARD INSURANCE COMPANY
EIN 930242990
LOth
$14K1.2%11160
HEALTH AND HUMAN RESOURCE CENTER
EIN 330052273
Oth
$2K0.1%11120

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCLAKE FOREST, CAMEDIEXCEL HEALTH PLAN, STANDARD INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED HEALTHCARE INSURANCE COMPANY$64K$747$65K100.0%1

History & trajectory

4 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
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