Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$471K
- Life$471K
- Short-term disability$471K
- Long-term disability$471K
- Other$471K
Sponsor portfolio
FLAT BRANCH MORTGAGE, INC.
EIN 20-2746596bankingLatest filing 2024
Plans
2
Retirement
1
$75.3M assets
Welfare
1
$471K premiums
Participants
1,136
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $471K premiums / 574 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
71%top
- JAS D COLLIER & CO71%
- THE CASON GROUP INC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN
ESOP
Assets$75.3M
Participants666
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#538
FLAT BRANCH MORTGAGE, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - GUARDIAN LIFE INSURANCE COMPANY
Premiums$471K
Covered lives574
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN | ESOP | $75.3M | 666 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 538 | FLAT BRANCH MORTGAGE, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | GUARDIAN LIFE INSURANCE COMPANY | $471K | 574 | 2024 |
Retirement plans
Welfare plans