Form 5500 · Employee benefit plan · PORTSMOUTH, NH
BRANCH FINANCIAL, INC.
Public Form 5500 records show how BRANCH FINANCIAL, INC. (PORTSMOUTH, NH) structures its employee benefits. Its broker of record is CREATIVE RETIREMENT SYSTEMS, INC.. Coverage is written through TRANSAMERICA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-0628587 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 331 | December | $0 |
Questions
Who is BRANCH FINANCIAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BRANCH FINANCIAL, INC.'s broker of record is CREATIVE RETIREMENT SYSTEMS, INC..
What insurance carrier does BRANCH FINANCIAL, INC. use?
BRANCH FINANCIAL, INC.'s benefit plan is written through TRANSAMERICA LIFE INSURANCE COMPANY.
When does BRANCH FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for BRANCH FINANCIAL, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BRANCH FINANCIAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.