Form 5500 · Employee benefit plan · PORTLAND, ME
SYNERGENT
SYNERGENT's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CU INSURANCE SOLUTIONS, LLC. Coverage is written through AETNA LIFE INSURANCE CO. and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0311732 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | Health | 345 | December | $60,289 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 195 | December | $12,462 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 220 | December | $10,111 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 99 | December | $9,034 |
| DELTA DENTAL PLAN OF MAINE | Dental | 316 | December | $6,853 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 79 | December | $2,854 |
| RED TREE INSURANCE COMPANY, INC. | Vision | 257 | December | $1,884 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 14 | December | $162 |
Questions
Who is SYNERGENT's benefits broker?
Per its most recent Form 5500 Schedule A, SYNERGENT's broker of record is CU INSURANCE SOLUTIONS, LLC.
What insurance carrier does SYNERGENT use?
SYNERGENT's benefit plan is written through AETNA LIFE INSURANCE CO., among 8 disclosed carriers.
When does SYNERGENT's group plan renew?
The most recent Schedule A policy period for SYNERGENT ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SYNERGENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.