Plan Snapshot
- Plan Sponsor: Birchwood Operations
- Sponsor EIN: 921724685
- Sponsor Address: 1000 GATES AVENUE, BROOKYLN, NY, 11221
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 482
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 482 | $4.3M | $4.4M | $1.5M |
| 2023 | 514 | $3.1M | $3.7M | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UHP ADMINISTRATORS INC. | Recordkeeper | $326,798 | — | $326,798 |
| CITADEL CONSULTING GROUP LLC | Recordkeeper | $132,300 | — | $132,300 |
| MEDTIPSTER.COM LLC | Other Service Provider | $15,373 | — | $15,373 |
| FASTEN HALBERSTAM LLP | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FASTEN HALBERSTAM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $483,471
- Estimated Expense Ratio: 11.241% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $483,559 | — | $474,471 | $9,000 | — |
| 2023 | $376,780 | — | $375,717 | — | — |