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  2. Boll & Branch LLC
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Filings through Oct 24, 2026.

Boll & Branch LLC

EIN 46-2578196-retail-Latest filing 2025
Plans
2
Retirement
1
$11.1M assets
Health & Benefits
1
$2.5M premiums
Participants
486
1PROSPECT STREET - SUMMIT, NJ 07901973-985-4714bollandbranch.comLinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401(k)-$11.1M - 311 part#501Fully insured-$2.5M - 175 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.5M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$273K
  • Vision$273K
  • Life$273K
  • Short-term disability$273K
  • +2 more
Total $2.5M8 rows
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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#001

BOLL & BRANCH LLC RETIREMENT TRUST

401(k)

Assets$11.1M
Participants311
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BOLL & BRANCH HEALTH & WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives175
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BOLL & BRANCH LLC RETIREMENT TRUST401(k)$11.1M3112025
  • BOLL & BRANCH LLC RETIREMENT TRUST$11.1M
    #001 · 401(k) · 2025311

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BOLL & BRANCH HEALTH & WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M1752025
  • BOLL & BRANCH HEALTH & WELFARE PLAN$2.5M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025175
Retirement plans
Health & Benefits plans

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