Synergy Enrollment & Benefits
San Diego, CA
Synergy Enrollment & Benefits of San Diego, CA is the broker of record on 83 Form 5500 Schedule A filings covering 60 employer benefit plans across 12 states, with $988,652 in reported broker commissions (plan year 2025).
Quick answer
Synergy Enrollment & Benefits (San Diego, CA) is the broker of record for 60 employer benefit plan sponsors on 83 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Synergy Enrollment & Benefits have?
- Synergy Enrollment & Benefits is named as broker on Form 5500 Schedule A filings for 60 distinct plan sponsors in 12 states.
- Who are Synergy Enrollment & Benefits's largest employer clients?
- By plan participants, the largest include Crane Company (3,592 participants), Public Health Foundation Enterprises, Inc. (1,909 participants) and North American Client Services, Inc. (1,539 participants).
- How much does Synergy Enrollment & Benefits earn in commissions?
- Insurers reported $988,652 in broker commissions and $137,696 in fees paid to Synergy Enrollment & Benefits for plan year 2025, per Schedule A Part 1.
- Where is Synergy Enrollment & Benefits located?
- Synergy Enrollment & Benefits is based in San Diego, CA and has employer clients in 12 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Synergy Enrollment & Benefits 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 |
|---|---|---|---|
| Crane Company | CT | 3,592 | 2025-12-31 |
| Public Health Foundation Enterprises, Inc. | CA | 1,909 | 2025-07-31 |
| North American Client Services, Inc. | CA | 1,539 | 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.