Birchwood Operations Medical Plan — Form 5500 plan (Birchwood Operations)
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, Birchwood Operations Medical Plan is a benefit plan reported by Birchwood Operations under EIN 92-1724685 and plan number 501. The latest loaded filing year is 2023. The filing reports 704 participants and $3,113,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birchwood Operations
- EIN
- 92-1724685
- Plan number
- 501
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 704
- End-of-year plan assets
- $3,113,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 704 | H, C | 20250218110200NAL0002274307003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,113,403
- Total liabilities (EOY)
- $2,459,232
- Net assets (EOY)
- $654,171
Income & contributions
- Employer contributions
- $3,747,787
- Participant contributions
- $1,288,746
- Total contributions
- $5,036,533
- Total income / additions
- $5,036,533
Expenses & distributions
- Benefits paid
- $4,005,582
- Administrative expenses
- $376,780
- Total expenses
- $4,382,362
- Net increase / (decrease)
- $654,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Uhp Administrators Inc. | CONTRACT ADMINISTRATOR | $375,717 | not reported in the loaded dataset | 2023 |