Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$292K
- Life$94K
- Short-term disability$94K
- Long-term disability$94K
- Other$94K
- Dental$76K
- +1 more
Filings through .
Energage, LLC
EIN 20-8156907computer softwareLatest filing 2025
Plans
3
Retirement
1
$14.2M assets
Health & Benefits
2
$462K premiums
Participants
467
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $462K premiums / 232 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ENERGAGE LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$14.2M
Participants235
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ENERGAGE, LLC HEALTH AND WELFARE PLAN
Self-funded - HM LIFE INSURANCE COMPANY
Premiums$292K
Covered lives98
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
ENERGAGE, LLC GROUP INSURANCE PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$170K
Covered lives134
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ENERGAGE LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $14.2M | 235 | 2025 |
- #001 · 401(k) · 2025235
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ENERGAGE, LLC HEALTH AND WELFARE PLAN | Self-funded | HM LIFE INSURANCE COMPANY | $292K | 98 | 2025 |
| #502 | ENERGAGE, LLC GROUP INSURANCE PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $170K | 134 | 2025 |
- #501 · Self-funded · HM LIFE INSURANCE COMPANY · 202598
- #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025134
Retirement plans
Health & Benefits plans