Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRANCHPATTERN
EIN 47-0751360designLatest filing 2025
Plans
3
Retirement
2
$28.7M assets
Welfare
1
$1.3M premiums
Participants
399
1508 GRAND BOULEVARD - KANSAS CITY, MO 64108402-464-3833branchpattern.comLinkedIn51-200 employeesdesign
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $28.7M assets / 289 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 204 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Other$176K
- Dental$172K
- Vision$172K
- Life$172K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- PRINCIPAL LIFE INSURANCE COMPANY14%
- LEGALPLANS, USA0%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BRANCHPATTERN, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$19.2M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BRANCHPATTERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$9.5M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BRANCHPATTERN EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD NEBRASKA
Premiums$1.3M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BRANCHPATTERN, INC. 401(K) PROFIT SHARING PLAN | 401k | $19.2M | 153 | 2024 | |
| 003 | BRANCHPATTERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.5M | 136 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BRANCHPATTERN EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD NEBRASKA | $1.3M | 204 | 2025 |
Retirement plans
Welfare plans