Plan Ledger DOL Form 5500 · updated monthly

Synergy HR, LLCbenefits

Synergy HR, LLC Health and Welfare Plan · CROWN POINT, IN · plan year 2023

Broker compensation reported · 2023
$233,937

Synergy HR, LLC's benefits plans covered 290 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $233,937 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $807 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 202317
UNITED HEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 98 covered
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 17 covered
STANDARD INSURANCE COMPANY · life std ltdpremiums n/a · 100 covered
UNITED HEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 284 covered
STANDARD INSURANCE COMPANY · lifepremiums n/a · 290 covered
STANDARD INSURANCE COMPANY · ltdpremiums n/a · 69 covered
STANDARD INSURANCE COMPANY · stdpremiums n/a · 79 covered
STANDARD INSURANCE COMPANY · visionpremiums n/a
SUN LIFE ASSURANCE COMPANY OF CANADApremiums n/a · 58 covered
STANDARD INSURANCE COMPANY · dentalpremiums n/a
NATIONAL GUARDIAN LIFE INSURANCE COMPANY · healthpremiums n/a · 206 covered
UNITED HEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a
STANDARD INSURANCE COMPANY · lifepremiums n/a · 256 covered
STANDARD INSURANCE COMPANY · ltdpremiums n/a · 76 covered
STANDARD INSURANCE COMPANY · stdpremiums n/a · 76 covered
STANDARD INSURANCE COMPANY · visionpremiums n/a · 183 covered
Brokers & agents paid · 20239
IONE BENEFITS GROUP INC$127,406 · incl $64,993 fees
INSURANCE ASSOCIATES OF MAGEE INC$61,914
TRACY DAVIS$7,613
PAYCHEX INSURANCE AGENCY$1,487
L.S. & ASSOCIATES INS CONSULTANTS$22,045 · incl $10,491 fees
RUPERT JOHNSON$2,155
HORIZON PLANNING CORP$2
Individual agent · names withheld$157

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 813943870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.