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  2. FRANKLIN & MARSHALL COLLEGE
Sponsor portfolioTH

FRANKLIN & MARSHALL COLLEGE

EIN 23-1352635-Latest filing 2025
Plans
3
Retirement
1
$365.2M assets
Welfare
2
$405K premiums
Participants
2,982
P O BOX 3003 - LANCASTER, PA 176043003717-358-4353
Plans on this EIN
3 filings
#001403b-$365.2M - 1,673 part#501Mixed-$236K - 599 lives#504Mixed-$170K - 70 lives

Benefits portfolio analytics

2 plans / $405K premiums / 669 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$170K
  • Long-term disability$65K
Total $236K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $236K1 slice

Broker market share

Schedule A broker compensation

Split broker
92%top
  • THE BENECON GROUP92%
  • USI INSURANCE SERVICES LLC8%
Total $13K2 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

FRANKLIN AND MARSHALL COLLEGE RETIREMENT PLAN

403b

Assets$365.2M
Participants1,673
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRANKLIN & MARSHALL COLLEGE GROUP INSURANCE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$236K
Covered lives599
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

EMERITI RETIREE HEALTH PLAN FOR FRANKLIN & MARSHALL COLLEGE

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$170K
Covered lives70
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRANKLIN AND MARSHALL COLLEGE RETIREMENT PLAN403b$365.2M1,6732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRANKLIN & MARSHALL COLLEGE GROUP INSURANCE PLANMixedSTANDARD INSURANCE COMPANY$236K5992025
504EMERITI RETIREE HEALTH PLAN FOR FRANKLIN & MARSHALL COLLEGEMixedAETNA LIFE INSURANCE COMPANY$170K702024
Retirement plans
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