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Sponsor portfolio

BRANDED GROUP, INC.

EIN 46-4559959-facilities services-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$828K premiums
Participants
289
6101 BALL ROAD, SUITE 302 - CYPRESS, CA 90630323-940-1444branded-group.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
2 filings
#001401k-$2.8M - 165 part#501Fully Insured-$828K - 185 lives

Benefits portfolio analytics

1 plan / $828K premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$735K
  • Prescription drug$735K
  • Dental$93K
  • Vision$93K
  • Life$93K
  • Short-term disability$93K
  • +2 more
Total $828K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNITEDHEALTHCARE INSURANCE COMPANY76%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
Total $828K3 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • ABD INS. AND FINANCIAL SVCS., INC.68%
  • REUBEN WARNER ASSOCIATES, INC.23%
  • BROWN & BROWN INSURANCE SERVICES9%
Total $71K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRANDED GROUP RETIREMENT READINESS 401(K) PLAN

401k

Assets$2.8M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRANDED GROUP, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$828K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRANDED GROUP RETIREMENT READINESS 401(K) PLAN401k$2.8M1652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRANDED GROUP, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$828K1852025
Retirement plans
Welfare plans
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