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Benefits broker of record · BETHESDA, MD

CORPORATE SYNERGIES GROUP

CORPORATE SYNERGIES GROUP of BETHESDA, MD is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

One of 16 offices of CORPORATE SYNERGIES GROUP LLC.

Contracts brokered
3
Book size
under $10k
Office state
MD

Book profile

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

The book is entirely health coverage.

ELIXIR writes the most contracts in the book (1, about 33%); NIAGARA HEALTH AND LIFE, TRANSAMERICA LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 100% 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.

health 3

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
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATIONNEW YORK, NYELIXIRJan 1FY2025
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATIONNEW YORK, NYNIAGARA HEALTH AND LIFEJan 1FY2025
BONIFACE CHRYSLER DODGE, INC.MELBOURNE, FLTRANSAMERICA LIFE INSURANCE COMPANYJan 1FY2025

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

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