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  2. Birch Family Services, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

Birch Family Services, Inc.

EIN 11-2503193-individual & family services-Latest filing 2025
Plans
5
Retirement
2
$44.7M assets
Health & Benefits
3
$9.0M premiums
Participants
2,510
104 W 29TH STREET, 3RD FLOOR - NEW YORK, NY 100015310212-616-1800birchfamilyservices.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
5 filings
#002401(k)-$26.7M - 823 part#001403(b)-$18.1M - 966 part#510Fully insured-$4.5M - 759 lives#509Fully insured-$4.4M - 692 lives#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $44.7M assets / 1,789 participants

Assets by plan

Share of aggregate retirement assets

  • SERVICES RETIREMENT PLAN (#002)$26.7M
  • 403(B) RETIREMENT Savings (#001)$18.1M
Total $44.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#001)966
  • SERVICES RETIREMENT PLAN (#002)823
Total 1,789Select a row to open it

Benefits portfolio analytics

3 plans / $9.0M premiums / 1,451 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Dental$4.2M
  • Vision$4.2M
  • Other$219K
  • Life$173K
  • Long-term disability$113K
  • +1 more
Total $4.5M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

BIRCH FAMILY SERVICES RETIREMENT PLAN

401(k)

Assets$26.7M
Participants823
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN

403(b)

Assets$18.1M
Participants966
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

BIRCH FAMILY SERVICES HEALTH & WELFARE BENEFITS PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.5M
Covered lives759
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509

BIRCH FAMILY SERVICES

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.4M
Covered lives692
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

BIRCH FAMILY SERVICES FLEXIBLE SPENDING ACCOUNT

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BIRCH FAMILY SERVICES RETIREMENT PLAN401(k)$26.7M8232025
#001BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN403(b)$18.1M9662025
  • BIRCH FAMILY SERVICES RETIREMENT PLAN$26.7M
    #002 · 401(k) · 2025823
  • BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN$18.1M
    #001 · 403(b) · 2025966

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510BIRCH FAMILY SERVICES HEALTH & WELFARE BENEFITS PLANFully insuredAETNA LIFE INSURANCE COMPANY$4.5M7592025
#509BIRCH FAMILY SERVICESFully insuredAETNA LIFE INSURANCE COMPANY$4.4M6922024
#501BIRCH FAMILY SERVICES FLEXIBLE SPENDING ACCOUNTSelf-funded-$002024
  • BIRCH FAMILY SERVICES HEALTH & WELFARE BENEFITS PLAN$4.5M
    #510 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025759
  • BIRCH FAMILY SERVICES$4.4M
    #509 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2024692
  • BIRCH FAMILY SERVICES FLEXIBLE SPENDING ACCOUNT$0
    #501 · Self-funded · 20240
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
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