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
Sponsor portfolio
THE BRANCH GROUP INC
EIN 54-6047677constructionLatest filing 2025
Plans
4
Retirement
1
$126.4M assets
Welfare
3
$23.2M premiums
Participants
5,167
PO BOX 40004 - ROANOKE, VA 240220004540-982-1678branchgroup.comLinkedIn1001-5000 employeesconstruction
Benefits portfolio analytics
3 plans / $23.2M premiums / 3,331 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- ANTHEM LIFE INSURANCE COMPANY90%
- STANDARD INSURANCE COMPANY6%
- DELTA DENTAL OF CALIFORNIA4%
Broker market share
Schedule A broker compensation
104%top
- LEAHY CONSULTING SERVICES104%
- MARSH & MCLENNAN AGENCY LLC5%
- THE BRANCH GROUP INC3%
- BENEFITFOCUS.COM, INC.-12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE BRANCH GROUP INC AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$126.4M
Participants1,730
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
THE BRANCH GROUP EMPLOYEE WELFARE BENEFITS PLAN
Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA
Premiums$11.9M
Covered lives1,303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE BRANCH GROUP INC HEALTH AND DENTAL PLAN
Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA
Premiums$10.7M
Covered lives823
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THE BRANCH GROUP INC LIFE AND DISABILITY PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$606K
Covered lives1,205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE BRANCH GROUP INC AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $126.4M | 1,730 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | THE BRANCH GROUP EMPLOYEE WELFARE BENEFITS PLAN | Fully Insured | ANTHEM HEALTH PLANS OF VIRGINIA | $11.9M | 1,303 | 2025 | |
| 502 | THE BRANCH GROUP INC HEALTH AND DENTAL PLAN | Fully Insured | ANTHEM HEALTH PLANS OF VIRGINIA | $10.7M | 823 | 2025 | |
| 503 | THE BRANCH GROUP INC LIFE AND DISABILITY PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $606K | 1,205 | 2024 |
Retirement plans
Welfare plans