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Sponsor portfolio

FRANKLIN UNIVERSITY

EIN 31-0707369-higher education-Latest filing 2025
Plans
3
Retirement
2
$133.5M assets
Welfare
1
$5.2M premiums
Participants
1,755
201 SOUTH GRANT AVENUE - COLUMBUS, OH 43215614-341-6276franklin.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$114.3M - 1,037 part#002403b-$19.2M - 343 part#503Fully Insured-$5.2M - 705 lives

Retirement portfolio analytics

2 plans aggregated / $133.5M assets / 1,380 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CONTRIBUTION RETIREMENT PLAN (#001)86%
  • DEFERRED ANNUITY PLAN (#002)14%
Total $133.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $133.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)1,037
  • DEFERRED ANNUITY PLAN (#002)343
Total 1,380Click row to drill in

Benefits portfolio analytics

1 plan / $5.2M premiums / 705 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Dental$4.8M
  • Life$324K
  • Long-term disability$324K
  • Other$324K
  • Vision$63K
Total $5.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Total $5.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $69K1 slice

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 UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$114.3M
Participants1,037
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FRANKLIN UNIVERSITY TAX DEFERRED ANNUITY PLAN

403b

Assets$19.2M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FRANKLIN UNIVERSITY WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$5.2M
Covered lives705
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FRANKLIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$114.3M1,0372024
002FRANKLIN UNIVERSITY TAX DEFERRED ANNUITY PLAN403b$19.2M3432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FRANKLIN UNIVERSITY WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$5.2M7052025
Retirement plans
Welfare plans
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