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  1. Companies/
  2. THE FRIEDKIN GROUP, INC.
Sponsor portfolio

THE FRIEDKIN GROUP, INC.

EIN 27-5549425-executive office-Latest filing 2024
Plans
2
Retirement
1
$411.0M assets
Welfare
1
$4.1M premiums
Participants
6,446
1375 ENCLAVE PARKWAY, BENEFITS DEPARTMENT - HOUSTON, TX 77077713-580-3300friedkin.comLinkedIn1001-5000 employeesexecutive office
Plans on this EIN
2 filings
#333401k-$411.0M - 3,782 part#501Mixed-$4.1M - 7,170 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 7,170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.6M
  • Other$1.1M
  • Long-term disability$989K
  • Vision$490K
  • Short-term disability$377
Total $4.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA40%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA25%
  • VISION SERVICE PLAN12%
  • RELIASTAR LIFE INSURANCE COMPANY9%
  • SPRING HEALTH8%
  • +3 more
Total $4.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • CUSTOM BENEFIT PROGRAMS INC92%
  • AON CONSULTING INC5%
  • WEX HEALTH, INC.3%
  • MICHAEL J COVAULT0%
  • GALLAGHER BENEFIT SERVICES, INC.0%
  • +1 more
Total $504K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

FRIEDKIN SAVINGS AND INVESTMENT PLAN

401k

Assets$411.0M
Participants3,782
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FRIEDKIN GROUP WELFARE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$4.1M
Covered lives7,170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333FRIEDKIN SAVINGS AND INVESTMENT PLAN401k$411.0M3,7822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FRIEDKIN GROUP WELFARE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$4.1M7,1702024
Retirement plans
Welfare plans
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