Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$23K
- Long-term disability$23K
- Other$23K
Sponsor portfolio
ENERGYSAGE, INC
EIN 45-1799224internetLatest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$23K premiums
Participants
264
201 WASHINGTON ST, SUITE 2700 - BOSTON, MA 02108508-205-9130energysage.comLinkedIn51-200 employeesinternet
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $23K premiums / 107 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE 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
ENERGYSAGE 401(K) PLAN
401k
Assets$7.3M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ENERGYSAGE, INC. LIFE AND DISABILITY PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$23K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENERGYSAGE 401(K) PLAN | 401k | $7.3M | 157 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ENERGYSAGE, INC. LIFE AND DISABILITY PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $23K | 107 | 2025 |
Retirement plans
Welfare plans