Plan5500

Energage, LLC Health And Welfare Plan — Form 5500 plan (Energage, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Energage, LLC Health And Welfare Plan is a benefit plan reported by Energage, LLC under EIN 20-8156907 and plan number 501. The latest loaded filing year is 2023. The filing reports 103 participants and $172,263 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Energage, LLC
EIN
20-8156907
Plan number
501
Plan type
2
Location
Exton, PA
Latest filing year
2023
Participants
103
End-of-year plan assets
$172,263

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023103I, C20241028135013NAL0007837938001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$172,263
Total liabilities (EOY)
$55,833
Net assets (EOY)
$116,430
Net assets (BOY)
$133,941

Income & contributions

Employer contributions
$611,762
Participant contributions
$365,764
Total income / additions
$989,498

Expenses & distributions

Benefits paid
$599,401
Administrative expenses
$24,747
Total expenses
$1,007,009
Net increase / (decrease)
-$17,511

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Birch Benefits, LLCBROKER$40,293not reported in the loaded dataset2023
UmrADMIN$24,747not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$24,221not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$6,497not reported in the loaded dataset2023

Related Form 5500 pages