Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.2M
- Prescription drug$5.9M
- Life$2.9M
- Vision$1.3M
- Long-term disability$944K
- Other$378K
- +1 more
Sponsor portfolioTH
FRANKLIN RESOURCES, INC.
EIN 13-2670991Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$2.80B assets
Welfare
1
$13.5M premiums
Participants
10,855
ONE FRANKLIN PARKWAY - SAN MATEO, CA 94403800-632-2350
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13.5M premiums / 9,858 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- KAISER FOUNDATION HEALTH PLAN INC44%
- LIFE INSURANCE COMPANY OF NORTH AMERICA30%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
- VISION SERVICE PLAN8%
- 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$2.80B
Participants6,693
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$13.5M
Covered lives9,858
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 | $2.80B | 6,693 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | FRANKLIN TEMPLETON COMPANIES, LLC GROUP WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC. | $13.5M | 9,858 | 2024 |
Retirement plans
Welfare plans