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
Sponsor portfolio
ENERGAGE, LLC
EIN 20-8156907computer softwareLatest filing 2025
Plans
3
Retirement
1
$10.9M assets
Welfare
2
$462K premiums
Participants
444
397 EAGLEVIEW BLVD, SUITE 200 - EXTON, PA 193413200484-603-7110LinkedIn51-200 employeescomputer software
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $462K premiums / 232 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- HM LIFE INSURANCE COMPANY63%
- UNITEDHEALTHCARE INSURANCE COMPANY20%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
Broker market share
Schedule A broker compensation
100%top
- BIRCH BENEFITS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ENERGAGE LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$10.9M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ENERGAGE, LLC HEALTH AND WELFARE PLAN
Self Funded - HM LIFE INSURANCE COMPANY
Premiums$292K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
ENERGAGE, LLC GROUP INSURANCE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$170K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENERGAGE LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $10.9M | 212 | 2024 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans