Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$523K
- Dental$43K
- Vision$43K
Sponsor portfolio
BIRCH INVESTMENT PARTNERS, LLC
EIN 82-0762292ManufacturingLatest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$566K premiums
Participants
209
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $566K premiums / 115 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- JAMES A SCOTT & SON INC100%
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 INVESTMENT PARTNERS, LLC 401(K) PLAN
401k
Assets$1.4M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BIRCH INVESTMENT PARTNERS, LLC WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$566K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BIRCH INVESTMENT PARTNERS, LLC 401(K) PLAN | 401k | $1.4M | 127 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BIRCH INVESTMENT PARTNERS, LLC WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $566K | 115 | 2025 |
Retirement plans
Welfare plans