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Sponsor portfolioWelfare / HealthEIN 56-2169613

CASTLE BRANCH, INC.

1845 SIR TYLER DRIVE · WILMINGTON, NC 28405
8885200520
Plans filed
3
Years active
2015–2024
Industry
NAICS 51
Latest filing
2024
Total premiums (latest)
$1.2M
No prior year
Persons covered
152
No prior year
Total participants
138
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$1.1M
CASTLE BRANCH GROUP MEDICAL PLAN
Fully insured43 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$142K
CASTLE BRANCH GROUP DENTAL, LIFE AND DISABILITY PLAN
Fully insured55 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$12K
CASTLE BRANCH GROUP VISION PLAN
Fully insured54 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M65.2%
Dental$142K8.5%
Life$142K8.5%
Short-term disability$142K8.5%
Other$142K8.5%
Vision$12K0.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$1.1M87.6%1143
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLSTDOth
$142K11.4%1155
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$12K1.0%1154

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$13K$65K$78K100.0%2

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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