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  2. The Branch Group Inc
  • Benefits analytics
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Filings through Oct 24, 2026.

The Branch Group Inc

EIN 54-6047677-construction-Latest filing 2025
Plans
4
Retirement
1
$187.2M assets
Health & Benefits
3
$23.2M premiums
Participants
5,260
PO BOX 40004 - ROANOKE, VA 240220004540-982-1678branchgroup.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
4 filings
#003401(k)-$187.2M - 1,823 part#510Fully insured-$11.9M - 1,303 lives#502Fully insured-$10.7M - 823 lives#503Fully insured-$606K - 1,205 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $23.2M premiums / 3,331 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$20.4M
  • Vision$20.4M
  • Stop-loss$20.4M
  • Dental$950K
  • Long-term disability$469K
  • Life$447K
  • +1 more
Total $22.6M7 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#003

THE BRANCH GROUP INC AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN

401(k)

Assets$187.2M
Participants1,823
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

THE BRANCH GROUP EMPLOYEE WELFARE BENEFITS PLAN

Fully insured - ANTHEM HEALTH PLANS OF VIRGINIA

Premiums$11.9M
Covered lives1,303
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

THE BRANCH GROUP INC HEALTH AND DENTAL PLAN

Fully insured - ANTHEM HEALTH PLANS OF VIRGINIA

Premiums$10.7M
Covered lives823
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

THE BRANCH GROUP INC LIFE AND DISABILITY PLAN

Fully insured - STANDARD INSURANCE COMPANY

Premiums$606K
Covered lives1,205
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003THE BRANCH GROUP INC AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN401(k)$187.2M1,8232025
  • THE BRANCH GROUP INC AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN$187.2M
    #003 · 401(k) · 20251,823

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510THE BRANCH GROUP EMPLOYEE WELFARE BENEFITS PLANFully insuredANTHEM HEALTH PLANS OF VIRGINIA$11.9M1,3032025
#502THE BRANCH GROUP INC HEALTH AND DENTAL PLANFully insuredANTHEM HEALTH PLANS OF VIRGINIA$10.7M8232025
#503THE BRANCH GROUP INC LIFE AND DISABILITY PLANFully insuredSTANDARD INSURANCE COMPANY$606K1,2052024
  • THE BRANCH GROUP EMPLOYEE WELFARE BENEFITS PLAN$11.9M
    #510 · Fully insured · ANTHEM HEALTH PLANS OF VIRGINIA · 20251,303
  • THE BRANCH GROUP INC HEALTH AND DENTAL PLAN$10.7M
    #502 · Fully insured · ANTHEM HEALTH PLANS OF VIRGINIA · 2025823
  • THE BRANCH GROUP INC LIFE AND DISABILITY PLAN$606K
    #503 · Fully insured · STANDARD INSURANCE COMPANY · 20241,205
Retirement plans
Health & Benefits plans

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