Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$255K
- Short-term disability$255K
- Long-term disability$255K
- Other$255K
- Dental$164K
- Vision$31K
Sponsor portfolio
BIRCH TREE COMMUNITIES, INC.
EIN 71-0680117mental health careLatest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$450K premiums
Participants
744
P.O. BOX 1589, SUITE B - BENTON, AR 72018501-303-3103birchtree.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $450K premiums / 581 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY57%
- DELTA DENTAL OF CALIFORNIA36%
- METROPOLITAN LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$10.4M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BIRCH TREE COMMUNITIES, INC. WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$450K
Covered lives581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $10.4M | 388 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BIRCH TREE COMMUNITIES, INC. WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $450K | 581 | 2025 |
Retirement plans
Welfare plans