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Sponsor portfolioWelfare / HealthEIN 82-0628587
BRANCH FINANCIAL, LLC
20 EAST BROAD STREET · COLUMBUS, OH 43215
8334272624
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$937K
No prior year
Persons covered
393
No prior year
Total participants
196
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $629K | 23.2% | |
| Prescription drug | $629K | 23.2% | |
| Other | $292K | 10.8% | |
| Dental | $287K | 10.6% | |
| Life | $287K | 10.6% | |
| Short-term disability | $287K | 10.6% | |
| Long-term disability | $287K | 10.6% | |
| Vision | $15K | 0.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRx | $629K | 67.2% | 1 | 1 | 293 |
EIN 350472300 | DLSTDLTDOth | $287K | 30.6% | 1 | 1 | 187 |
EIN 430949844 | V | $15K | 1.6% | 1 | 1 | 393 |
EIN 122345678 | Oth | $5K | 0.6% | 1 | 1 | 174 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ADVOCATE, INC. | NEW YORK, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $109K | $6K | $115K | 76.7% | 1 |
| EXPLAIN MY BENEFITS LLC | CVIEDO, FL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $17K | $17K | 11.3% | 1 |
| DIGITAL INSURANCE LLC | ATLANTA, GA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $16K | $16K | 10.4% | 1 |
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $2K | $0 | $2K | 1.6% | 1 |
History & trajectory
4 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