Synergy Enrollment And Benefit
San Diego, CA
Synergy Enrollment And Benefit of San Diego, CA is the broker of record on 11 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $132,644 in reported broker commissions (plan year 2025).
Quick answer
Synergy Enrollment And Benefit (San Diego, CA) is the broker of record for 9 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Synergy Enrollment And Benefit have?
- Synergy Enrollment And Benefit is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
- Who are Synergy Enrollment And Benefit's largest employer clients?
- By plan participants, the largest include Monarch Landscape Holdings, LLC (3,542 participants), Nv5, Inc. (3,384 participants) and Eurostar, Inc. (1,110 participants).
- How much does Synergy Enrollment And Benefit earn in commissions?
- Insurers reported $132,644 in broker commissions and $386 in fees paid to Synergy Enrollment And Benefit for plan year 2025, per Schedule A Part 1.
- Where is Synergy Enrollment And Benefit located?
- Synergy Enrollment And Benefit is based in San Diego, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Synergy Enrollment And Benefit on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Monarch Landscape Holdings, LLC | CA | 3,542 | 2025-10-31 |
| Nv5, Inc. | CA | 3,384 | 2025-12-31 |
| Eurostar, Inc. | CA | 1,110 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.