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Benefits broker of record · SAN DIEGO, CA

SYNERGY ENROLLMENT AND BENEFITS LLC

SYNERGY ENROLLMENT AND BENEFITS LLC of SAN DIEGO, CA is named as the broker of record on 22 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
22
Book size
$10k–100k
States
CA

Book profile

SYNERGY ENROLLMENT AND BENEFITS LLC brokers 22 insured contracts for 9 employers covering 1,619 people, across 4 states, led by CA, NM, AL.

Life is the largest line (7 contracts), followed by dental (2), vision (2).

PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY writes the most contracts in the book (5, about 23%); UNUM LIFE INSURANCE COMPANY OF AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY follow.

Renewals are spread through the year; December is the busiest month at 36% of contracts.

Carriers in the book
Employer states
Lines of coverage

life 7 · dental 2 · vision 2

Renewals by month
  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
THE CAR PARK, LLCBOISE, IDTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAMay
MISSION LANDSCAPE SERVICES, INC.IRVINE, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAFebruary
AMERICAN SCAFFOLDSPANISH FORT, ALTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember
NORTH AMERICAN CLIENT SERVICES, INC.MISSION VIEJO, CAUNUM LIFE INSURANCE COMPANY OF AMERICADecember
NORTH AMERICAN CLIENT SERVICES, INC.MISSION VIEJO, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDecember
Subscriber access
10

more plans in SYNERGY ENROLLMENT AND BENEFITS LLC's book

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A