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BIRCH, HORTON, BITTNER, INC.

Contents

Company Details

Name: BIRCH, HORTON, BITTNER, INC.
Jurisdiction: Alaska
Legal type: Professional Corporation
Status: Good Standing
Date of registration: 07 Oct 1974 (50 years ago)
Entity Number: 13685D
ZIP code: 99501
County: Anchorage
Place of Formation: ALASKA
Address: 510 L STREET, SUITE 700, ANCHORAGE, AK 99501

Officers

Name Role
Mara Michaletz Vice President
David Karl Gross Registered Agent
JAMES LISTER Director
JAMES LISTER Shareholder
JAMES LISTER Vice President
HOLLY WELLS Shareholder
HOLLY WELLS Vice President
DAVID GROSS Director
DAVID GROSS Shareholder
DAVID GROSS Vice President

Form 5500

Plan Name Plan Year EIN/PN Received Total number of participants
BIRCH HORTON BITTNER & CHEROT EMPLOYEE 401(K) PLAN 2023 920046806 2024-10-08 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-02-01
Sponsor BIRCH HORTON BITTNER, INC.
Business code 541110
Sponsor’s telephone number 9072761550
Plan sponsor’s address 510 L STREET, SUITE #700, ANCHORAGE, AK, 995011959

Signature of

Role Plan administrator
Date 2024-10-08
Name of individual signing ADAM COOK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-08
Name of individual signing ADAM COOK
Valid signature Filed with authorized/valid electronic signature
BIRCH HORTON BITTNER & CHEROT EMPLOYEE 401(K) PLAN 2022 920046806 2023-09-25 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-02-01
Sponsor BIRCH HORTON BITTNER, INC.
Business code 541110
Sponsor’s telephone number 9072761550
Plan sponsor’s address 510 L STREET, SUITE #700, ANCHORAGE, AK, 995011959

Signature of

Role Plan administrator
Date 2023-09-25
Name of individual signing ADAM COOK
BIRCH HORTON BITTNER & CHEROT EMPLOYEE 401(K) PLAN 2021 920046806 2022-10-17 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-02-01
Sponsor BIRCH HORTON BITTNER, INC.
Business code 541110
Sponsor’s telephone number 9072761550
Plan sponsor’s address 510 L STREET, SUITE #700, ANCHORAGE, AK, 995011959

Signature of

Role Plan administrator
Date 2022-10-17
Name of individual signing ADAM COOK
Role Employer/plan sponsor
Date 2022-10-17
Name of individual signing ADAM COOK
BIRCH HORTON BITTNER & CHEROT EMPLOYEE 401(K) PLAN 2020 920046806 2021-10-05 60
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-02-01
Sponsor BIRCH HORTON BITTNER, INC.
Business code 541110
Sponsor’s telephone number 9072761550
Plan sponsor’s address 510 L STREET, SUITE #700, ANCHORAGE, AK, 995011959

Signature of

Role Plan administrator
Date 2021-10-05
Name of individual signing ADAM COOK
Role Employer/plan sponsor
Date 2021-10-05
Name of individual signing ADAM COOK
BIRCH HORTON BITTNER & CHEROT EMPLOYEE 401(K) PLAN 2019 920046806 2020-10-13 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-02-01
Sponsor BIRCH HORTON BITTNER, INC.
Business code 541110
Sponsor’s telephone number 9072761550
Plan sponsor’s address 510 L STREET, SUITE #700, ANCHORAGE, AK, 995011959

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing ADAM COOK
Role Employer/plan sponsor
Date 2020-10-13
Name of individual signing ADAM COOK
BIRCH HORTON BITTNER & CHEROT EMPLOYEE 401(K) PLAN 2018 920046806 2019-10-14 58
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-02-01
Sponsor BIRCH HORTON BITTNER, INC.
Business code 541110
Sponsor’s telephone number 9072761550
Plan sponsor’s address 510 L STREET, SUITE #700, ANCHORAGE, AK, 995011959

Signature of

Role Plan administrator
Date 2019-10-14
Name of individual signing ADAM COOK
Role Employer/plan sponsor
Date 2019-10-14
Name of individual signing ADAM COOK
BIRCH HORTON BITTNER, INC. DBA BIRCH, HORTON, BITTNER AND CHEROT EMPLOYEE 401(K) PLAN AND TRUST 2017 920046806 2018-10-29 58
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-02-01
Sponsor BIRCH HORTON BITTNER, INC.
Business code 541110
Sponsor’s telephone number 9072761550
Plan sponsor’s address 510 L STREET, SUITE #700, ANCHORAGE, AK, 995011959

Signature of

Role Plan administrator
Date 2018-10-29
Name of individual signing ADAM COOK
Role Employer/plan sponsor
Date 2018-10-29
Name of individual signing ADAM COOK
BIRCH HORTON BITTNER, INC. DBA BIRCH, HORTON, BITTNER AND CHEROT EMPLOYEE 2017 920046806 2018-10-12 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-02-01
Sponsor BIRCH HORTON BITTNER, INC.
Business code 541110
Sponsor’s telephone number 9072761550
Plan sponsor’s address 510 L STREET SUITE #700, ANCHORAGE, AK, 995011959

Signature of

Role Plan administrator
Date 2018-10-12
Name of individual signing ADAM COOK
Role Employer/plan sponsor
Date 2018-10-12
Name of individual signing ADAM COOK
BIRCH HORTON BITTNER, INC. DBA BIRCH, HORTON, BITTNER AND CHEROT EMPLOYEE 401(K) PLAN AND TRUST 2017 920046806 2018-10-15 58
Three-digit plan number (PN) 001
Effective date of plan 1985-02-01
Sponsor BIRCH HORTON BITTNER, INC.
Business code 541110
Sponsor’s telephone number 9072761550
Plan sponsor’s address 510 L STREET, SUITE #700, ANCHORAGE, AK, 995011959

Signature of

Role Plan administrator
Date 2018-10-15
Name of individual signing ADAM COOK
Role Employer/plan sponsor
Date 2018-10-15
Name of individual signing ADAM COOK
BIRCH HORTON BITTNER, INC. DBA BIRCH, HORTON, BITTNER AND CHEROT EMPLOYEE 401(K) PLAN AND 2016 920046806 2017-04-26 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-02-01
Sponsor BIRCH HORTON BITTNER, INC.
Business code 541110
Sponsor’s telephone number 9072761550
Plan sponsor’s address 510 L STREET SUITE #700, ANCHORAGE, AK, 995011959

Signature of

Role Plan administrator
Date 2017-04-26
Name of individual signing PATRICE FERO
Role Employer/plan sponsor
Date 2017-04-26
Name of individual signing PATRICE FERO

Court Cases

Docket Number Nature of Suit Filing Date Disposition
0300083 Insurance 2003-04-16 voluntarily
Circuit Ninth Circuit
Origin original proceeding
Jurisdiction diversity of citizenship
Jury Demand Missing
Demanded Amount < 1000$
Termination Class Action Missing
Procedural Progress other
Nature Of Judgment Missing
Judgement missing
Arbitration On Termination Missing
Office 3
Filing Date 2003-04-16
Termination Date 2003-10-10
Status Terminated

Parties

Name BIRCH, HORTON, BITTNER, INC.
Role Plaintiff
Name BERKSHIRE LIFE INSURANCE
Role Defendant

Date of last update: 24 Jan 2025

Sources: State of Alaska - Department of Commerce, Community, and Economic Development