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Sponsor portfolio

THE FRANKLIN GROUP, INC.

EIN 26-1690029-Wholesale Trade-Latest filing 2024
Plans
3
Retirement
2
$108.0M assets
Welfare
1
$412K premiums
Participants
1,972
9222 W. BARNES - BOISE, ID 83709208-514-2203
Plans on this EIN
3 filings
#002ESOP-$90.2M - 668 part#001401k-$17.9M - 745 part#502Mixed-$412K - 878 lives

Retirement portfolio analytics

2 plans aggregated / $108.0M assets / 1,413 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PLAN AND TRUST (#002)83%
  • PROFIT SHARING PLAN (#001)17%
Total $108.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)745
  • PLAN AND TRUST (#002)668
Total 1,413Click row to drill in

Benefits portfolio analytics

1 plan / $412K premiums / 878 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$283K
  • Life$273K
  • Short-term disability$273K
  • Long-term disability$273K
  • Dental$69K
  • Vision$59K
Total $412K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • UNITED HERITAGE LIFE INSURANCE COMPANY66%
  • WILLAMETTE DENTAL INSURANCE, INC.17%
  • EYEMED VISION CARE14%
  • CURALINC HEALTHCARE2%
Total $412K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $41K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE FRANKLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$90.2M
Participants668
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FRANKLIN BUILDING SUPPLY 401(K) PROFIT SHARING PLAN

401k

Assets$17.9M
Participants745
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE FRANKLIN GROUP, INC HEALTH AND WELFARE PLAN

Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY

Premiums$412K
Covered lives878
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE FRANKLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$90.2M6682024
001FRANKLIN BUILDING SUPPLY 401(K) PROFIT SHARING PLAN401k$17.9M7452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE FRANKLIN GROUP, INC HEALTH AND WELFARE PLANMixedUNITED HERITAGE LIFE INSURANCE COMPANY$412K8782024
Retirement plans
Welfare plans
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