Form 5500 · Employee benefit plan · EXTON, PA
ENERGAGE, LLC
ENERGAGE, LLC of EXTON, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BIRCH BENEFITS, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8156907 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Disability | 134 | March | $13,511 |
| THE GUARDIAN LIFE INSURANCE COMPANY | Dental, Vision | 103 | March | $4,017 |
Questions
Who is ENERGAGE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ENERGAGE, LLC's broker of record is BIRCH BENEFITS, LLC.
What insurance carrier does ENERGAGE, LLC use?
ENERGAGE, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does ENERGAGE, LLC's group plan renew?
The most recent Schedule A policy period for ENERGAGE, LLC ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ENERGAGE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.