Birch Benefits, LLC
Wayne, PA
Birch Benefits, LLC of Wayne, PA is the broker of record on 54 Form 5500 Schedule A filings covering 32 employer benefit plans across 7 states, with $1,830,431 in reported broker commissions (plan year 2025).
Quick answer
Birch Benefits, LLC (Wayne, PA) is the broker of record for 32 employer benefit plan sponsors on 54 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Birch Benefits, LLC have?
- Birch Benefits, LLC is named as broker on Form 5500 Schedule A filings for 32 distinct plan sponsors in 7 states.
- Who are Birch Benefits, LLC's largest employer clients?
- By plan participants, the largest include Janney Montgomery Scott LLC (2,358 participants), Playfly Sports (812 participants) and Solomonedwardsgroup, LLC (600 participants).
- How much does Birch Benefits, LLC earn in commissions?
- Insurers reported $1.8 million in broker commissions and $358,949 in fees paid to Birch Benefits, LLC for plan year 2025, per Schedule A Part 1.
- Where is Birch Benefits, LLC located?
- Birch Benefits, LLC is based in Wayne, PA and has employer clients in 7 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Birch Benefits, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Janney Montgomery Scott LLC | PA | 2,358 | 2025-12-31 |
| Playfly Sports | PA | 812 | 2025-12-31 |
| Solomonedwardsgroup, LLC | PA | 600 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.