Benefits brokerage · 4 offices
BIRCH BENEFITS, LLC
BIRCH BENEFITS, LLC is named as the broker of record on 92 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| WAYNE | PA | 60 |
| KING OF PRUSSIA | PA | 39 |
| No city on file | — | 1 |
| MORRIS | IL | 1 |
Book profile
BIRCH BENEFITS, LLC brokers 92 insured contracts for 37 employers, across 8 states, led by PA, FL, AZ.
Disability is the largest line (40 contracts), followed by life (31), vision (28), dental (26).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (13, about 14%); SUN LIFE ASSURANCE COMPANY OF CANADA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 51% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
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 40 · life 31 · vision 28 · dental 26 · health 18 · stop-loss 2
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| WORTH & COMPANY, INC. | PIPERSVILLE, PA | No city on file | HIGHMARK INC. | Jan 1FY2025 |
| BFLY OPERATIONS, INC. | BURLINGTON, MA | KING OF PRUSSIA, PA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| PLAYFLY SPORTS | BERWYN, PA | WAYNE, PA | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| SOLOMONEDWARDSGROUP, LLC | WAYNE, PA | KING OF PRUSSIA, PA | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| KNIGHT ISLAND MANAGEMENT LLC | EARLEVILLE, MD | WAYNE, PA | UNITEDHEALTHCARE INSURANCE COMPANY | Oct 1FY2025 |
more employers in BIRCH BENEFITS, LLC's book
See the full client list across every office, 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)