Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$395K
- Life$360K
- Long-term disability$360K
- Vision$127K
Sponsor portfolio
FRANKLIN COVEY CO.
EIN 87-0401551printingLatest filing 2025
Plans
2
Retirement
1
$139.5M assets
Welfare
1
$522K premiums
Participants
2,050
13907 SOUTH MINUTEMAN DRIVE, SUITE 500 - DRAPER, UT 84020801-817-1776LinkedIn11-50 employeesprinting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $522K premiums / 745 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA69%
- VISION SERVICE PLAN24%
- RELIASTAR LIFE INSURANCE COMPANY5%
- ARAG INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- MERCER HEALTH AND BENEFITS, LLC98%
- ADP INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FRANKLIN COVEY CO. 401(K) PLAN
401k
Assets$139.5M
Participants1,232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FRANKLIN COVEY CO. EMPLOYEE BENEFIT
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$522K
Covered lives745
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FRANKLIN COVEY CO. 401(K) PLAN | 401k | $139.5M | 1,232 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FRANKLIN COVEY CO. EMPLOYEE BENEFIT | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $522K | 745 | 2025 |
Retirement plans
Welfare plans