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Sponsor portfolio

BIRCH FAMILY SERVICES, INC.

EIN 11-2503193-individual & family services-Latest filing 2025
Plans
5
Retirement
2
$44.7M assets
Welfare
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
#002401k-$26.7M - 823 part#001403b-$18.1M - 966 part#510Fully Insured-$4.5M - 759 lives#509Fully Insured-$4.4M - 692 lives#501Self Funded-0 lives

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

60%top
  • SERVICES RETIREMENT PLAN (#002)60%
  • 403(B) RETIREMENT Savings (#001)40%
Total $44.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#001)966
  • SERVICES RETIREMENT PLAN (#002)823
Total 1,789Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
Total $4.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MARSH & MCLENNAN AGENCY LLC86%
  • PROFESSIONAL PENSIONS INC9%
  • THE GRAHAM COMPANY5%
Total $183K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BIRCH FAMILY SERVICES RETIREMENT PLAN

401k

Assets$26.7M
Participants823
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$18.1M
Participants966
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BIRCH FAMILY SERVICES HEALTH & WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.5M
Covered lives759
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

BIRCH FAMILY SERVICES

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.4M
Covered lives692
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BIRCH FAMILY SERVICES FLEXIBLE SPENDING ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BIRCH FAMILY SERVICES RETIREMENT PLAN401k$26.7M8232025
001BIRCH FAMILY SERVICES 403(B) RETIREMENT SAVINGS PLAN403b$18.1M9662025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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