Original filing (PDF)20241111172549NAL0025063024001

TODD F BIRCH OD

Name: TODD F BIRCH OD — T BIRCH SIGNATURE RETIREE HEALTH BENEFIT TRUST, Form 5500 (2023)
Creator: TODD F BIRCH OD

Form 5500-SF

FILING_RECEIVED

T BIRCH SIGNATURE RETIREE HEALTH BENEFIT TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$357K

Net assets (EOY)

$357K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TODD F BIRCH OD.

Plan sponsor

Name

TODD F BIRCH OD

EIN

82-0470577all filings

Address

3351 MERLIN DR · IDAHO FALLS, ID · 834047405

Phone

(208) 552-5594

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

511

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-11

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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