Employer
Energage, LLC
397 Eagleview Blvd, Exton, PA 19341 · EIN 20-8156907 · Apr 1, 2024 to Mar 31, 2025
Plan year 2024
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Schedule A
Direct compensation
Coverage contracts on the filing. If the carrier did not provide Schedule A, the row is listed with that note.
Visible subtotal $17,528
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Dental + Vision | The Guardian Life Insurance Company | Birch Benefits, LLC | 103 | $4,017 5.3% of $75,921 |
| Life | Unitedhealthcare Insurance Company | Birch Benefits, LLC | 134 | $13,511 14.3% of $94,173 |
| Stop-loss | HM Life Insurance Company | — | 98 | Comp not disclosed Premium $291,777 |
Schedule C
Additional compensation
Plan-paid amounts to each named party on the filing, with the role they reported. This is not a carrier commission and is not added to Schedule A.
Visible subtotal $128,338
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Birch Benefits, LLC | Broker | $37,620 | $383.88 |
| The Benecon Group, LLC | Broker | $28,645 | $292.30 |
| Umr | Admin | $62,073 | $633.40 |