Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$629K
- Prescription drug$629K
- Other$292K
- Dental$287K
- Life$287K
- Short-term disability$287K
- +2 more
Sponsor portfolio
BRANCH FINANCIAL, LLC
EIN 82-0628587Latest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$937K premiums
Participants
534
20 EAST BROAD STREET, SUITE 1200 - COLUMBUS, OH 43215833-427-2624
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $937K premiums / 393 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY31%
- EYEMED VISION CARE2%
- ALLONE HEALTH1%
Broker market share
Schedule A broker compensation
77%top
- ADVOCATE, INC.77%
- EXPLAIN MY BENEFITS LLC11%
- DIGITAL INSURANCE LLC10%
- USI INSURANCE SERVICES LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRANCH FINANCIAL 401(K) PLAN
401k
Assets$11.2M
Participants338
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BRANCH FINANCIAL LLC HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$937K
Covered lives393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRANCH FINANCIAL 401(K) PLAN | 401k | $11.2M | 338 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BRANCH FINANCIAL LLC HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $937K | 393 | 2025 |
Retirement plans
Welfare plans