Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$407K
- Life$407K
- Short-term disability$407K
- Long-term disability$407K
- Other$407K
Filings through .
Flat Branch Mortgage, Inc.
EIN 20-2746596bankingLatest filing 2025
Plans
2
Retirement
1
$111.8M assets
Health & Benefits
1
$407K premiums
Participants
1,276
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $407K premiums / 564 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN
401(k)
Assets$111.8M
Participants712
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#538
FLAT BRANCH MORTGAGE, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$407K
Covered lives564
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN | 401(k) | $111.8M | 712 | 2025 |
- #002 · 401(k) · 2025712
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #538 | FLAT BRANCH MORTGAGE, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $407K | 564 | 2025 |
- #538 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025564
Retirement plans
Health & Benefits plans