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Sponsor portfolio

CASTLE BRANCH, INC.

EIN 56-2169613-Latest filing 2024
Plans
3
Retirement
0
Welfare
3
$1.2M premiums
Participants
138
1845 SIR TYLER DRIVE, SUITE 300 - WILMINGTON, NC 28405888-520-0520
Plans on this EIN
3 filings
#502Fully Insured-$1.1M - 43 lives#501Fully Insured-$142K - 55 lives#503Fully Insured-$12K - 54 lives

Benefits portfolio analytics

3 plans / $1.2M premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$142K
  • Life$142K
  • Short-term disability$142K
  • Other$142K
  • Vision$12K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $78K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#502

CASTLE BRANCH GROUP MEDICAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives43
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CASTLE BRANCH GROUP DENTAL, LIFE AND DISABILITY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$142K
Covered lives55
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CASTLE BRANCH GROUP VISION PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$12K
Covered lives54
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CASTLE BRANCH GROUP MEDICAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M432024
501CASTLE BRANCH GROUP DENTAL, LIFE AND DISABILITY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$142K552024
503CASTLE BRANCH GROUP VISION PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$12K542024
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Welfare plans
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