Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 11-2503193
BIRCH FAMILY SERVICES
104 WEST 29TH STREET · NEW YORK, NY 100015310
2126161800
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$4.5M
No prior year
Persons covered
759
No prior year
Total participants
721
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #510$4.5M
BIRCH FAMILY SERVICES HEALTH & WELFARE BENEFITS PLAN
Fully insured759 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #509$4.4M
BIRCH FAMILY SERVICES
Fully insured692 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #508$3.6M
BIRCH FAMILY SERVICES
Fully insured596 covered·3 carriers
Primary: EMPIRE HEALTHCHOICE ASSURANCE, INC.
Plan #501$0
BIRCH FAMILY SERVICES FLEXIBLE SPENDING ACCOUNT
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $4.2M | 32.2% | |
| Dental | $4.2M | 31.9% | |
| Vision | $4.2M | 31.9% | |
| Other | $219K | 1.7% | |
| Life | $173K | 1.3% | |
| Long-term disability | $113K | 0.9% | |
| Short-term disability | $20K | 0.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HDV | $4.2M | 92.2% | 1 | 1 | 478 |
EIN 220832760 | HLSTDLTDOth | $351K | 7.8% | 1 | 5 | 759 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | ROANOKE, VA | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, AETNA LIFE INSURANCE COMPANY | $138K | $20K | $158K | 86.0% | 1 |
| PROFESSIONAL PENSIONS INC | WALLINGFORD, CT | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $0 | $16K | $16K | 8.6% | 1 |
| THE GRAHAM COMPANY | PHILADELPHIA, PA | AETNA LIFE INSURANCE COMPANY | $10K | $0 | $10K | 5.4% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan