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Sponsor portfolio

J. FRANK ASSOCIATES, LLC

EIN 13-4072229-Latest filing 2025
Plans
3
Retirement
2
$116.4M assets
Welfare
1
$5.0M premiums
Participants
826
22 VANDERBILT AVENUE, 18TH FLOOR - NEW YORK, NY 10017212-895-8676
Plans on this EIN
3 filings
#001401k-$90.4M - 324 part#003TraditionalDB-$26.1M - 283 part#501Fully Insured-$5.0M - 235 lives

Retirement portfolio analytics

2 plans aggregated / $116.4M assets / 607 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#001)78%
  • KATCHER VIP PLAN (#003)22%
Total $116.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)324
  • KATCHER VIP PLAN (#003)283
Total 607Click row to drill in

Benefits portfolio analytics

1 plan / $5.0M premiums / 235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Other$478K
  • Short-term disability$401K
  • Long-term disability$401K
  • Dental$214K
  • +2 more
Total $5.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $5.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • THE ATLANTIC BENEFITS AGENCY63%
  • PROFESSIONAL GROUP PLANS INC37%
Total $314K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JOELE FRANK, WILKINSON BRIMMER KATCHER 401(K) PROFIT SHARING PLAN

401k

Assets$90.4M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JOELE FRANK, WILKINSON BRIMMER KATCHER VIP PLAN

TraditionalDB

Assets$26.1M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J. FRANK ASSOCIATES, LLC HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$5.0M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOELE FRANK, WILKINSON BRIMMER KATCHER 401(K) PROFIT SHARING PLAN401k$90.4M3242024
003JOELE FRANK, WILKINSON BRIMMER KATCHER VIP PLANTraditionalDB$26.1M2832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J. FRANK ASSOCIATES, LLC HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$5.0M2352025
Retirement plans
Welfare plans
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