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Sponsor portfolioWelfare / HealthEIN 54-6047677

THE BRANCH GROUP INC

PO BOX 40004 · ROANOKE, VA 240220004
5409821678
Plans filed
3
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$22.6M
No prior year
Persons covered
2,126
No prior year
Total participants
2,232
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #510$11.9M
THE BRANCH GROUP EMPLOYEE WELFARE BENEFITS PLAN
Fully insured1,303 covered·3 carriers
Primary: ANTHEM HEALTH PLANS OF VIRGINIA
Plan #502$10.7M
THE BRANCH GROUP INC HEALTH AND DENTAL PLAN
Fully insured823 covered·2 carriers
Primary: ANTHEM HEALTH PLANS OF VIRGINIA
Plan #503$606K
THE BRANCH GROUP INC LIFE AND DISABILITY PLAN
Fully insured1,205 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$20.4M32.2%
Vision$20.4M32.2%
Stop-loss$20.4M32.2%
Dental$950K1.5%
Long-term disability$469K0.7%
Life$447K0.7%
Short-term disability$223K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 540357120
HVSL
$20.4M90.2%221,646
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTD
$1.3M5.6%141,303
DELTA DENTAL OF CALIFORNIA
EIN 540844477
D
$950K4.2%22310

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LEAHY CONSULTING SERVICESMIDLOTHIAN, VADELTA DENTAL OF VIRGINIA, STANDARD INSURANCE COMPANY$231K$86K$317K104.0%2
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCDELTA DENTAL OF VIRGINIA, STANDARD INSURANCE COMPANY$14K$0$14K4.6%2
THE BRANCH GROUP INCROANOKE, VASTANDARD INSURANCE COMPANY$0$10K$10K3.3%1
BENEFITFOCUS.COM, INC.CHARLESTON, SCSTANDARD INSURANCE COMPANY$0-$36K-$36K-11.9%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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