How big is Synergy Insurance Advisors' plan?

Synergy Insurance Advisors' plan reported $268 in assets and 3 participants for 2024.

Original filing (PDF)20250929135335NAL0005070755001

Synergy Insurance Advisors

Name: Synergy Insurance Advisors — Synergy Insurance, Form 5500 (2024)
Creator: Synergy Insurance Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Insurance Advisors MCF Benefit Plan

Health & welfare plan · Synergy Insurance Advisors' Synergy Insurance Advisors MCF Benefit Plan held $268 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$268

Net assets (EOY)

$75

People on this filing

KARA Corches signed Synergy Insurance Advisors' 2024 Form 5500 as plan administrator.

KARA Corches — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Synergy Insurance Advisors' EIN is 87-1358690.

EIN 87-1358690

Plan number 501

Plan year 2024

ACK ID 20250929135335NAL0005070755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Synergy Insurance Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Insurance Advisors' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGY INSURANCE ADVISORS.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score