Benefits broker of record · WAYNE, PA
BIRCH BENEFITS, LLC
BIRCH BENEFITS, LLC of WAYNE, PA is named as the broker of record on 60 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of BIRCH BENEFITS, LLC.
60 contracts on file name BIRCH BENEFITS, LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
BIRCH BENEFITS, LLC brokers 60 insured contracts for 28 employers, across 8 states, led by PA, AZ, FL.
Disability is the largest line (24 contracts), followed by vision (20), life (18), dental (17).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (11, about 18%); SUN LIFE ASSURANCE COMPANY OF CANADA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 48% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 24 · vision 20 · life 18 · dental 17 · health 11 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| PLAYFLY SPORTS | BERWYN, PA | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| KNIGHT ISLAND MANAGEMENT LLC | EARLEVILLE, MD | UNITEDHEALTHCARE INSURANCE COMPANY | Oct 1FY2025 |
| MARITIME ACADEMY CHARTER SCHOOL | PHILADELPHIA, PA | HIGHMARK INC. | Jul 1FY2025 |
| ZEUS FIRE AND SECURITY LLC | PAOLI, PA | HAWAII MEDICAL SERVICE ASSOCIATION | Jan 1FY2025 |
| ZEUS FIRE AND SECURITY LLC | PAOLI, PA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
more employers in BIRCH BENEFITS, LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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