Synergy Life Insurance Strategies LLC: who to call about your old retirement account

Michael H. Bergman Pension Plan. DANBURY, CT. From the plan’s 2025 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2025, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer: Synergy Life Insurance Strategies LLCHas also filed as Michael H. Bergman, Clu
Address on file: 42 Lake Avenue Ext. · Danbury, CT · 06811
Industry: Finance & Insurance
Plan: Michael H. Bergman Pension PlanPension plan
When: Start date on the filing: 2012 (some plans give the date of their latest rewrite, so it may be older)Still running: latest filing is for 2025
Size: 2 people in the plan, about $1.4 million in total

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

✓ The phone number on the plan’s filing
✓ What to say on the call, word for word
✓ The plan ID numbers they will ask you for

If nobody can find you

These official and non-profit registries are free:

DOL Abandoned Plan Search ↗
plans wound down by a custodian after the employer walked away
DOL Retirement Savings Lost & Found ↗
the Department of Labor’s registry of accounts owed to former participants
National Registry of Unclaimed Retirement Benefits ↗
employers and plan administrators list balances they could not deliver
Your state’s unclaimed property office ↗
uncashed distribution checks often end up here

Want a licensed advisor to help?

Optional, free, and no obligation. An advisor can help you track the account down, then roll it into an IRA or your current employer’s plan and keep it invested. You do not need this to use anything above.

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401kHunter is not affiliated with, endorsed by, or connected to SYNERGY LIFE INSURANCE STRATEGIES LLC. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.