Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$455K
- Life$231K
- Other$188K
- Long-term disability$133K
- Short-term disability$57K
- Health$2K
Sponsor portfolio
FS INVESTMENTS
EIN 26-0196373Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$81.9M assets
Welfare
1
$932K premiums
Participants
1,253
201 ROUSE BLVD. - PHILADELPHIA, PA 19112215-495-1175
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $932K premiums / 1,059 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA50%
- DELTA DENTAL OF CALIFORNIA49%
- COUNTRYWIDE ENTERPRISES, INC.1%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- CONNER STRONG & BUCKELEW100%
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 SQUARE HOLDINGS L.P. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$81.9M
Participants702
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FRANKLIN SQUARE HOLDINGS HEALTH AND WELFARE PLAN
Mixed - DELTA DENTAL OF PENNSYLVANIA
Premiums$932K
Covered lives1,059
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRANKLIN SQUARE HOLDINGS L.P. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $81.9M | 702 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FRANKLIN SQUARE HOLDINGS HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL OF PENNSYLVANIA | $932K | 1,059 | 2024 |
Retirement plans
Welfare plans