Form 5500 · Employee benefit plan · NEW YORK, NY
BIRCH FAMILY SERVICES
Public Form 5500 records show how BIRCH FAMILY SERVICES (NEW YORK, NY) structures its employee benefits. Its broker of record is THE GRAHAM COMPANY. Coverage is written through AETNA LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-2503193 · plan 509 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 442 | March | $117,933 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | Life | 692 | March | $6,624 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | Disability | 623 | March | $3,808 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | Health | 104 | March | $1,368 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | Health | 100 | March | $1,124 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | — | 61 | March | $678 |
Questions
Who is BIRCH FAMILY SERVICES's benefits broker?
Per its most recent Form 5500 Schedule A, BIRCH FAMILY SERVICES's broker of record is THE GRAHAM COMPANY.
What insurance carrier does BIRCH FAMILY SERVICES use?
BIRCH FAMILY SERVICES's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does BIRCH FAMILY SERVICES's group plan renew?
The most recent Schedule A policy period for BIRCH FAMILY SERVICES ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BIRCH FAMILY SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.