Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$84K
- Other$84K
- Short-term disability$26K
Sponsor portfolio
FAMILY RESOURCE AGENCY, INC.
EIN 62-0876593human resourcesLatest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$110K premiums
Participants
835
3680 MICHIGAN AVENUE, N.E. - CLEVELAND, TN 37323423-479-9339fratn.comLinkedIn1-10 employeeshuman resources
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $110K premiums / 294 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- TRANSAMERICA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
64%top
- MARSH & MCLENNAN AGENCY LLC64%
- MCGRIFF INSURANCE SERVICES INC19%
- DISABILITY RMS17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FAMILY RESOURCE AGENCY INC. 403(B) RETIREMENT PLAN
403b
Assets$9.5M
Participants541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FAMILY RESOURCE AGENCY, INC. EMPLOYEE BENEFIT PLAN
Mixed - TRANSAMERICA LIFE INSURANCE COMPANY
Premiums$110K
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FAMILY RESOURCE AGENCY INC. 403(B) RETIREMENT PLAN | 403b | $9.5M | 541 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FAMILY RESOURCE AGENCY, INC. EMPLOYEE BENEFIT PLAN | Mixed | TRANSAMERICA LIFE INSURANCE COMPANY | $110K | 294 | 2025 |
Retirement plans
Welfare plans