Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.1M
- Short-term disability$1.5M
- Long-term disability$1.5M
- Life$469K
- Vision$211K
- Health$77K
Sponsor portfolio
FRANCHISE GROUP, INC.
EIN 27-3561876Latest filing 2025
Plans
2
Retirement
1
$149.3M assets
Welfare
1
$2.4M premiums
Participants
14,759
5835 NW 21ST WAY, SUITE 200 - BOCA RATON, FL 33496914-939-5161
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 1,721 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY66%
- SECURIAN LIFE INSURANCE COMPANY20%
- VISION SERVICE PLAN9%
- KAISER FOUNDATION HEALTH PLAN INC3%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FRANCHISE GROUP, INC. 401(K) PLAN
401k
Assets$149.3M
Participants14,759
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FRANCHISE GROUP WELFARE BENEFITS PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives1,721
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FRANCHISE GROUP, INC. 401(K) PLAN | 401k | $149.3M | 14,759 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FRANCHISE GROUP WELFARE BENEFITS PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2.4M | 1,721 | 2025 |
Retirement plans
Welfare plans