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Sponsor portfolio

FRANKLIN MANAGEMENT, INC.

EIN 46-0811690-Latest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$4.3M premiums
Participants
1,607
345 S. HWY 27 - SOMERSET, KY 42501606-676-2437
Plans on this EIN
2 filings
#001401k-$18.7M - 831 part#510Fully Insured-$4.3M - 107,206 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 107,206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Short-term disability$685K
  • Other$685K
  • Dental$470K
  • Vision$470K
  • Life$470K
Total $4.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • ANTHEM LIFE INSURANCE COMPANY73%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $4.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • MARSH & MCLENNAN AGENCY LLC43%
  • MCGRIFF INSURANCE SERVICES INC19%
  • FRANKIE GLEE WILLIAMS12%
  • CRTX2 LLC11%
  • DEBORAH S GOLDEN4%
  • +3 more
Total $308K8 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

DON FRANKLIN AUTO 401(K) PLAN

401k

Assets$18.7M
Participants831
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

FRANKLIN MANAGEMENT, INC. GROUP HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC

Premiums$4.3M
Covered lives107,206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DON FRANKLIN AUTO 401(K) PLAN401k$18.7M8312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510FRANKLIN MANAGEMENT, INC. GROUP HEALTH AND WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC$4.3M107,2062025
Retirement plans
Welfare plans
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