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Sponsor portfolio

THE FRANKLIN INSTITUTE

EIN 23-1370501-museums and institutions-Latest filing 2025
Plans
3
Retirement
2
$28.8M assets
Welfare
1
$1.6M premiums
Participants
556
222 NORTH 20TH STREET - PHILADELPHIA, PA 19013215-448-1200fi.eduLinkedIn51-200 employeesmuseums and institutions
Plans on this EIN
3 filings
#005401k-$20.7M - 256 part#004TraditionalDB-$8.0M - 187 part#501Fully Insured-$1.6M - 110 lives

Retirement portfolio analytics

2 plans aggregated / $28.8M assets / 443 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • RETIREMENT SAVINGS PLN (#005)72%
  • INCOME PLAN II (#004)28%
Total $28.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • THE VANGUARD GROUP, INC.72%
  • (Not disclosed)28%
Total $28.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT SAVINGS PLN (#005)256
  • INCOME PLAN II (#004)187
Total 443Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$47K
  • Life$35K
  • Long-term disability$27K
  • Vision$6K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • KEYSTONE HEALTH PLAN EAST92%
  • NORTHWESTERN MUTUAL4%
  • UNITED CONCORDIA INSURANCE COMPANY3%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MARSH & MCLENNAN AGENCY LLC75%
  • MICHAEL J LAGOWY13%
  • KATHLEEN M KEENAN8%
  • TRS AGENCY LLC1%
  • JASON ESPENSHADE1%
  • +2 more
Total $60K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLN

401k

Assets$20.7M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE FRANKLIN INSTITUTE RETIREMENT INCOME PLAN II

TraditionalDB

Assets$8.0M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FRANKLIN INSTITUTE GROUP WELFARE PLAN

Fully Insured - KEYSTONE HEALTH PLAN EAST

Premiums$1.6M
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLN401k$20.7M2562024
004THE FRANKLIN INSTITUTE RETIREMENT INCOME PLAN IITraditionalDB$8.0M1872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FRANKLIN INSTITUTE GROUP WELFARE PLANFully InsuredKEYSTONE HEALTH PLAN EAST$1.6M1102025
Retirement plans
Welfare plans
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