PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Franklin Institute
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

The Franklin Institute

EIN 23-1370501-museums and institutions-Latest filing 2025
Plans
3
Retirement
2
$32.9M assets
Health & Benefits
1
$1.6M premiums
Participants
540
222 NORTH 20TH STREET - PHILADELPHIA, PA 191031194215-448-1200fi.eduLinkedIn51-200 employeesmuseums and institutions
Plans on this EIN
3 filings
#005401(k)-$24.7M - 243 part#004Traditional DB-$8.2M - 184 part#501Fully insured-$1.6M - 110 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $32.9M assets / 427 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT SAVINGS PLN (#005)$24.7M
  • INCOME PLAN II (#004)$8.2M
Total $32.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • THE VANGUARD GROUP, INC.$24.7M
  • (Not disclosed)$8.2M
Total $32.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • RETIREMENT SAVINGS PLN (#005)243
  • INCOME PLAN II (#004)184
Total 427Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLN

401(k)

Assets$24.7M
Participants243
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

THE FRANKLIN INSTITUTE RETIREMENT INCOME PLAN II

Traditional DB

Assets$8.2M
Participants184
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE FRANKLIN INSTITUTE GROUP WELFARE PLAN

Fully insured - KEYSTONE HEALTH PLAN EAST

Premiums$1.6M
Covered lives110
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLN401(k)$24.7M2432025
#004THE FRANKLIN INSTITUTE RETIREMENT INCOME PLAN IITraditional DB$8.2M1842025
  • THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLN$24.7M
    #005 · 401(k) · 2025243
  • THE FRANKLIN INSTITUTE RETIREMENT INCOME PLAN II$8.2M
    #004 · Traditional DB · 2025184

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE FRANKLIN INSTITUTE GROUP WELFARE PLANFully insuredKEYSTONE HEALTH PLAN EAST$1.6M1102025
  • THE FRANKLIN INSTITUTE GROUP WELFARE PLAN$1.6M
    #501 · Fully insured · KEYSTONE HEALTH PLAN EAST · 2025110
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica