form5500lookup

Benefits broker of record

CORPORATE SYNERGIES GROUP

CORPORATE SYNERGIES GROUP is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

One of 16 offices of CORPORATE SYNERGIES GROUP LLC.

Contracts brokered
4
Book size
$10k–100k
Office state
—

Book profile

CORPORATE SYNERGIES GROUP brokers 4 insured contracts for 3 employers, across 2 states, led by MD, NY.

Vision is the largest line (2 contracts), followed by health (1), dental (1), life (1).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 25%); METROPOLITAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

vision 2 · health 1 · dental 1 · life 1 · disability 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
L + M DEVELOPMENT PARTNERS, INC.LARCHMONT, NYCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
NATIONAL ELECTRICAL BENEFIT FUNDROCKVILLE, MDUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
VOXX INTERNATIONAL CORPORATIONHAUPPAUGE, NYMETROPOLITAN LIFE INSURANCE COMPANYJan 2FY2026
NATIONAL ELECTRICAL BENEFIT FUNDROCKVILLE, MDUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT