2023 Form 5500 filing — Birchwood Operations Medical Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250218110200NAL0002274307003) for Birchwood Operations Medical Plan, reported by Birchwood Operations under EIN 92-1724685 and plan number 501. It reports 704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218110200NAL0002274307003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Birchwood Operations
- EIN
- 92-1724685
- Plan number
- 501
- Location
- Sarasota, FL
- Participants
- 704
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,113,403
- Total liabilities (EOY)
- $2,459,232
- Net assets (EOY)
- $654,171
- Employer contributions
- $3,747,787
- Participant contributions
- $1,288,746
- Total income / additions
- $5,036,533
- Benefits paid
- $4,005,582
- Administrative expenses
- $376,780
- Total expenses
- $4,382,362
- Net increase / (decrease)
- $654,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Uhp Administrators Inc. | CONTRACT ADMINISTRATOR | $375,717 | not reported in the loaded dataset |