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Original filing (PDF)20260211150510NAL0005312240001
BIRCHWOOD OPERATIONS
Form 5500
FILING_RECEIVED
BIRCHWOOD OPERATIONS MEDICAL PLAN
Health & welfare plan
Signals · 2
~1124 bps in Sched C feesNo recordkeeper disclosed
Active participants
482
Accounts w/ balance
—
Plan assets (EOY)
$4.3M
Net assets (EOY)
$2.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1124 bps in Schedule C fees — 2062% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIRCHWOOD OPERATIONS.
Plan sponsor
Name
BIRCHWOOD OPERATIONS
EIN
92-1724685
Address
1000 GATES AVENUE · BROOKYLN, NY · 11221
Phone
(718) 852-7000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-11
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
FASTEN HALBERSTAM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHP ADMINISTRATORS INC. | — | BROOKLYN, NY | CONTRACT ADMINISTRATOR | $327K | — |
| CITADEL CONSULTING GROUP LLC | — | BROOKLYN, NY | CONTRACT ADMINISTRATOR | $132K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FASTEN HALBERSTAM LLP | 47-2319109 | NEW YORK, NY | AUDITOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEDTIPSTER.COM LLC | — | SOUTHFIELD, MI | PRESCRIPTION DRUG VENDOR | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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