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Sponsor portfolioTH

1ST FRANKLIN FINANCIAL CORPORATION

EIN 58-0521233-financial services-Latest filing 2025
Plans
2
Retirement
1
$131.0M assets
Welfare
1
$997K premiums
Participants
3,616
49 EAST DOYLE ST., PO BOX 880 - TOCCOA, GA 30577706-886-75711ffc.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#003401k-$131.0M - 2,004 part#501Mixed-$997K - 2,223 lives

Benefits portfolio analytics

1 plan / $997K premiums / 2,223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$869K
  • Life$512K
  • Long-term disability$512K
  • Vision$128K
Total $997K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA51%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY33%
  • BLUE CROSS OF CALIFORNIA13%
  • TELUS HEALTH (US) LTD.3%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $997K5 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • USI INSURANCE SERVICES LLC80%
  • CREATIVE WORKSITE SOLUTIONS LLC20%
  • STEPHEN J. WORGAN0%
  • ROGERS BENEFIT GROUP INC0%
  • BEST WORKSITE BENEFITS INC0%
Total $153K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

1ST FRANKLIN FINANCIAL 401(K) RETIREMENT PLAN

401k

Assets$131.0M
Participants2,004
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

1ST FRANKLIN FINANCIAL CORPORATION MASTER WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$997K
Covered lives2,223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
0031ST FRANKLIN FINANCIAL 401(K) RETIREMENT PLAN401k$131.0M2,0042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
5011ST FRANKLIN FINANCIAL CORPORATION MASTER WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$997K2,2232025
Retirement plans
Welfare plans
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