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Sponsor portfolio

FRANKLIN GROUP COMPANIES, LLC

EIN 46-2209448-Latest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$988K premiums
Participants
2,051
300 32ND STREET, SUITE 310 - VIRGINIA BEACH, VA 23451757-965-6200
Plans on this EIN
2 filings
#001401k-$9.7M - 1,019 part#510Mixed-$988K - 1,032 lives

Benefits portfolio analytics

1 plan / $988K premiums / 1,032 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$988K
  • Dental$958K
  • Vision$958K
  • Life$958K
  • Short-term disability$958K
  • Long-term disability$958K
Total $988K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY97%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $988K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • GIS BENEFITS INC58%
  • USI INSURANCE SERVICES LLC42%
Total $262K2 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

FRANKLIN GROUP 401(K) PLAN

401k

Assets$9.7M
Participants1,019
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

FRANKLIN GROUP COMPANIES, LLC HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$988K
Covered lives1,032
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRANKLIN GROUP 401(K) PLAN401k$9.7M1,0192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510FRANKLIN GROUP COMPANIES, LLC HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$988K1,0322025
Retirement plans
Welfare plans
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