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Sponsor portfolio

THE FAULKNER GROUP, INC.

EIN 74-2333173-Latest filing 2025
Plans
2
Retirement
1
$107.6M assets
Welfare
1
$6.0M premiums
Participants
661
3901 SOUTH LAMAR BOULEVARD, SUITE 300 - AUSTIN, TX 78704512-486-3908ftigroup.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$107.6M - 661 part#501Fully Insured-$6.0M - 863 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 863 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Dental$5.7M
  • Prescription drug$5.7M
  • Life$292K
  • Short-term disability$292K
  • Long-term disability$292K
  • +2 more
Total $6.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • EYEMED VISION CARE0%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $6.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $185K1 slice

Plan deep-dives

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

FGI GROUP 401(K) PLAN

401k

Assets$107.6M
Participants661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FAULKNER GROUP, INC. FLEXIBLE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$6.0M
Covered lives863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FGI GROUP 401(K) PLAN401k$107.6M6612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FAULKNER GROUP, INC. FLEXIBLE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$6.0M8632025
Retirement plans
Welfare plans
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