Plan Ledger DOL Form 5500 · updated monthly

Birch Investment Partners, LLCbenefits

Birch Investment Partners, LLC Welfare Benefit Plan · COLUMBIA, TN · plan year 2025

Broker compensation reported · 2025
$31,841

Birch Investment Partners, LLC's benefits plan covered 82 active participants in 2025, providing health · dental · vision. Insurance brokers and agents were paid $31,841 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $388 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20252
UNITEDHEALTHCARE INSURANCE COMPANY · dental visionpremiums n/a · 115 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 47 covered
Brokers & agents paid · 20251
JAMES A SCOTT & SON INC$31,841 · incl $27,528 fees
Also brokered by James a Scott & Son Inc5
Propel Peo, Inc SC$466,519

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 820762292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.