Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$395K
- Life$360K
- Long-term disability$360K
- Vision$127K
Filings through .
Franklin Covey Co.
EIN 87-0401551printingLatest filing 2025
Plans
2
Retirement
1
$152.6M assets
Health & Benefits
1
$522K premiums
Participants
2,037
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $522K premiums / 745 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
FRANKLIN COVEY CO. 401(K) PLAN
401(k)
Assets$152.6M
Participants1,219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
FRANKLIN COVEY CO. EMPLOYEE BENEFIT
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$522K
Covered lives745
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FRANKLIN COVEY CO. 401(K) PLAN | 401(k) | $152.6M | 1,219 | 2025 |
- #002 · 401(k) · 20251,219
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | FRANKLIN COVEY CO. EMPLOYEE BENEFIT | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $522K | 745 | 2025 |
- #502 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025745
Retirement plans
Health & Benefits plans