Form 5500 · Employee benefit plan · SAN DIEGO, CA
SYNERGY ORTHOPEDIC SPECIALISTS, INC.
Public Form 5500 records show how SYNERGY ORTHOPEDIC SPECIALISTS, INC. (SAN DIEGO, CA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-5215138 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 147 | December | $42,381 |
| AETNA LIFE INSURANCE COMPANY | Dental, Vision | 145 | December | $6,023 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | — | 49 | December | $5,158 |
| STANDARD INSURANCE COMPANY | Life | 160 | December | $1,594 |
| MEDIEXCEL HEALTH PLAN | Health | 8 | December | $824 |
| HEALTH AND HUMAN RESOURCE CENTER | — | 120 | December | $0 |
Questions
Who is SYNERGY ORTHOPEDIC SPECIALISTS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SYNERGY ORTHOPEDIC SPECIALISTS, INC.'s broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does SYNERGY ORTHOPEDIC SPECIALISTS, INC. use?
SYNERGY ORTHOPEDIC SPECIALISTS, INC.'s benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 6 disclosed carriers.
When does SYNERGY ORTHOPEDIC SPECIALISTS, INC.'s group plan renew?
The most recent Schedule A policy period for SYNERGY ORTHOPEDIC SPECIALISTS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SYNERGY ORTHOPEDIC SPECIALISTS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.