2023 Form 5500 filing — Birch Tree Communities, Inc. Welfare Benefit Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240607165045NAL0023996273001) for Birch Tree Communities, Inc. Welfare Benefit Plan, reported by Birch Tree Communities, Inc. under EIN 71-0680117 and plan number 501. It reports 285 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

EFAST2 acknowledgement
20240607165045NAL0023996273001
Filing year
2023
Form type
2
Plan sponsor
Birch Tree Communities, Inc.
EIN
71-0680117
Plan number
501
Location
Benton, AR
Participants
285
Schedules available
Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Allied Benefit Systems, LLCTPA$111,226not reported in the loaded dataset
Digital Insurance, Inc.BROKER$58,464not reported in the loaded dataset
CignaPPO$51,480not reported in the loaded dataset

Related Form 5500 pages