PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Franklin University
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Franklin University

EIN 31-0707369-higher education-Latest filing 2025
Plans
3
Retirement
2
$149.5M assets
Health & Benefits
1
$5.2M premiums
Participants
1,773
201 SOUTH GRANT AVENUE - COLUMBUS, OH 43215614-947-6540franklin.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403(b)-$126.2M - 1,054 part#002403(b)-$23.3M - 344 part#503Fully insured-$5.2M - 705 lives

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

Retirement portfolio analytics

2 plans aggregated / $149.5M assets / 1,398 participants

Assets by plan

Share of aggregate retirement assets

  • CONTRIBUTION RETIREMENT PLAN (#001)$126.2M
  • DEFERRED ANNUITY PLAN (#002)$23.3M
Total $149.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TIAA$149.5M
Total $149.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)1,054
  • DEFERRED ANNUITY PLAN (#002)344
Total 1,398Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

FRANKLIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$126.2M
Participants1,054
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

FRANKLIN UNIVERSITY TAX DEFERRED ANNUITY PLAN

403(b)

Assets$23.3M
Participants344
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

FRANKLIN UNIVERSITY WELFARE BENEFIT PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$5.2M
Covered lives705
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FRANKLIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$126.2M1,0542025
#002FRANKLIN UNIVERSITY TAX DEFERRED ANNUITY PLAN403(b)$23.3M3442025
  • FRANKLIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN$126.2M
    #001 · 403(b) · 20251,054
  • FRANKLIN UNIVERSITY TAX DEFERRED ANNUITY PLAN$23.3M
    #002 · 403(b) · 2025344

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503FRANKLIN UNIVERSITY WELFARE BENEFIT PLANFully insuredAETNA LIFE INSURANCE COMPANY$5.2M7052025
  • FRANKLIN UNIVERSITY WELFARE BENEFIT PLAN$5.2M
    #503 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025705
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica