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Sponsor portfolio

FRANCIS MANUFACTURING COMPANY

EIN 34-0898096-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$31.5M assets
Welfare
1
$638K premiums
Participants
252
500 EAST MAIN STREET - RUSSIA, OH 45363937-526-4551LinkedIn11-50 employeesindustrial automation
Plans on this EIN
2 filings
#001ProfitSharing-$31.5M - 132 part#501Mixed-$638K - 192 lives

Benefits portfolio analytics

1 plan / $638K premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$297K
  • Stop-loss$263K
  • Dental$50K
  • Vision$19K
  • Life$9K
  • Other$9K
Total $638K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • RXBENEFITS, INC.47%
  • HCC LIFE INSURANCE COMPANY41%
  • DELTA DENTAL OF CALIFORNIA8%
  • VISION SERVICE PLAN3%
  • HARTFORD LIFE AND ACCIDENT1%
Total $638K5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MARSH & MCLENNAN AGENCY LLC84%
  • RX BENEFTIS15%
  • WATCHTOWER BENEFITS, LLC1%
  • WATCHTOWER TECHNOLOGIES INC1%
Total $12K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FRANCIS MANUFACTURING COMPANY EMPLOYEES PROFIT SHARING PLAN

ProfitSharing

Assets$31.5M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRANCIS MANUFACTURING COMPANY EMPLOYEE BENEFIT PLAN

Mixed - RX BENEFITS

Premiums$638K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRANCIS MANUFACTURING COMPANY EMPLOYEES PROFIT SHARING PLANProfitSharing$31.5M1322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRANCIS MANUFACTURING COMPANY EMPLOYEE BENEFIT PLANMixedRX BENEFITS$638K1922024
Retirement plans
Welfare plans
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