# Birchwood Operations Health & Welfare Plan
Source: https://planprovider.pro/companies/birchwood-operations-921724685-501

> Birchwood Operations's Health & Welfare plan: 482 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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