Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Prescription drug$220K
- Other$196K
- Dental$190K
- Vision$190K
- Life$190K
- +2 more
Sponsor portfolio
BRANCH METRICS, INC.
EIN 46-2998750computer softwareLatest filing 2025
Plans
2
Retirement
1
$26.6M assets
Welfare
1
$3.8M premiums
Participants
607
1975 WEST EL CAMINO REAL, SUITE 102 - MOUNTAIN VIEW, CA 94040650-209-6461branch.ioLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 358 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- KAISER FOUNDATION HEALTH PLAN INC6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
99%top
- SEQUOIA BENEFITS & INS SVCS LLC99%
- REUBEN WARNER ASSOCIATES, INC.1%
- WOODRUFF-SAWYER & CO1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRANCH METRICS RETIREMENT TRUST
401k
Assets$26.6M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BRANCH METRICS, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$3.8M
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRANCH METRICS RETIREMENT TRUST | 401k | $26.6M | 408 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BRANCH METRICS, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $3.8M | 358 | 2025 |
Retirement plans
Welfare plans