Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.6M
- Prescription drug$5.8M
- Life$3.0M
- Vision$1.3M
- Long-term disability$942K
- Other$373K
- +1 more
Sponsor portfolioTH
FRANKLIN RESOURCES, INC.
EIN 13-2670991Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$3.60B assets
Welfare
1
$13.9M premiums
Participants
11,690
ONE FRANKLIN PARKWAY - SAN MATEO, CA 94403800-632-2350
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13.9M premiums / 8,867 covered livesCarrier market share
Premium dollars by Schedule A carrier
42%top
- KAISER FOUNDATION HEALTH PLAN INC42%
- LIFE INSURANCE COMPANY OF NORTH AMERICA30%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY20%
- VISION SERVICE PLAN7%
- COMPSYCH1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN
401k
Assets$3.60B
Participants6,876
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
FRANKLIN TEMPLETON COMPANIES, LLC GROUP WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$13.9M
Covered lives8,867
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN | 401k | $3.60B | 6,876 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | FRANKLIN TEMPLETON COMPANIES, LLC GROUP WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC. | $13.9M | 8,867 | 2025 |
Retirement plans
Welfare plans