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Sponsor portfolioWelfare / HealthEIN 20-2746596

FLAT BRANCH MORTGAGE, INC.

d/b/a FLAT BRANCH HOME LOANS
101 S 5TH ST · COLUMBIA, MO 65201
5733975250
Plans filed
7
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$471K
No prior year
Persons covered
574
No prior year
Total participants
470
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #537$1.1M
FLAT BRANCH MORTGAGE, INC. HEALTH BENEFIT PLAN
Self-funded513 covered·1 carrier
Primary: HCC LIFE INSURANCE COMPANY
Plan #532$933K
FLAT BRANCH MORTGAGE HEALTH PLAN
Mixed405 covered·2 carriers
Primary: HCC LIFE INSURANCE COMPANY
Plan #538$471K
FLAT BRANCH MORTGAGE, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed574 covered·1 carrier
Primary: GUARDIAN LIFE INSURANCE COMPANY
Plan #535$94K
FLAT BRANCH MORTGAGE, INC. SHORT TERM DISABILITY BENEFIT PLAN
Fully insured199 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #536$76K
FLAT BRANCH MORTGAGE, INC. VOL LIFE BENEFIT PLAN
Fully insured221 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #534$33K
FLAT BRANCH MORTGAGE, INC. LONG TERM DISABILITY BENEFIT PLAN
Fully insured507 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #533$20K
FLAT BRANCH MORTGAGE, INC. LIFE BENEFIT PLAN
Fully insured505 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$471K20.0%
Life$471K20.0%
Short-term disability$471K20.0%
Long-term disability$471K20.0%
Other$471K20.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
VLSTDLTDOth
$471K100.0%11574

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAS D COLLIER & COMEMPHIS, TNGUARDIAN LIFE INSURANCE COMPANY$67K$0$67K71.4%1
THE CASON GROUP INCCOLUMBIA, SCGUARDIAN LIFE INSURANCE COMPANY$27K$0$27K28.6%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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