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

Castle Branch, Inc.

EIN 56-2169613-Latest filing 2024
Plans
3
Retirement
0
Health & Benefits
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

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

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
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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.

Health & Benefits#502

CASTLE BRANCH GROUP MEDICAL PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives43
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

CASTLE BRANCH GROUP DENTAL, LIFE AND DISABILITY PLAN

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$142K
Covered lives55
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

CASTLE BRANCH GROUP VISION PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$12K
Covered lives54
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • CASTLE BRANCH GROUP MEDICAL PLAN$1.1M
    #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 202443
  • CASTLE BRANCH GROUP DENTAL, LIFE AND DISABILITY PLAN$142K
    #501 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 202455
  • CASTLE BRANCH GROUP VISION PLAN$12K
    #503 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 202454
Retirement plans
Health & Benefits plans

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