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Filings through Oct 24, 2026.

Franchise Group, Inc.

EIN 27-3561876-Latest filing 2025
Plans
2
Retirement
1
$149.3M assets
Health & Benefits
1
$2.4M premiums
Participants
14,759
5835 NW 21ST WAY, SUITE 200 - BOCA RATON, FL 33496914-939-5161
Plans on this EIN
2 filings
#002401(k)-$149.3M - 14,759 part#501Mixed-$2.4M - 1,721 lives

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

Benefits portfolio analytics

1 plan / $2.4M premiums / 1,721 covered lives

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
Total $2.4M6 rows
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Plan summaries

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

Retirement#002

FRANCHISE GROUP, INC. 401(K) PLAN

401(k)

Assets$149.3M
Participants14,759
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

FRANCHISE GROUP WELFARE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives1,721
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002FRANCHISE GROUP, INC. 401(K) PLAN401(k)$149.3M14,7592024
  • FRANCHISE GROUP, INC. 401(K) PLAN$149.3M
    #002 · 401(k) · 202414,759

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FRANCHISE GROUP WELFARE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$2.4M1,7212025
  • FRANCHISE GROUP WELFARE BENEFITS PLAN$2.4M
    #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20251,721
Retirement plans
Health & Benefits plans

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