Plan Ledger DOL Form 5500 · updated monthly

Branch Financial, LLCbenefits

Branch Financial LLC Health and Welfare Plan · COLUMBUS, OH · plan year 2025

Broker compensation reported · 2025
$150,081

Branch Financial, LLC's benefits plans covered 194 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $150,081 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $774 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 37% from $238,210 in 2024.

Insurance contracts · 20254
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 293 covered
ALLONE EAPpremiums n/a · 174 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 187 covered
Brokers & agents paid · 20255
ADVOCATE, INC.$68,556
ADVOCATE NAVA BENEFITS$46,541 · incl $6,160 fees
DIGITAL INSURANCE, LLC$15,633 · incl $15,633 fees
EXPLAIN MY BENEFITS, LLC$16,945 · incl $16,945 fees
Also brokered by Advocate, Inc.5
Gofundme, Inc. CA$447,920
Payscale, Inc. MA$253,578
Kiavi, Inc. PA$252,599

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 820628587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.