Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$788K
- Dental$391K
- Vision$391K
- Life$391K
- Short-term disability$391K
- Other$391K
Sponsor portfolio
FRANKEL FAMILY TRUST
EIN 95-6757355real estateLatest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$1.2M premiums
Participants
1,047
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 406 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MANAGEMENT SUPPORT 401(K) PLAN
401k
Assets$10.8M
Participants641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FRANKEL FAMILY PLAN EMPLOYEE BENEFIT
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MANAGEMENT SUPPORT 401(K) PLAN | 401k | $10.8M | 641 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FRANKEL FAMILY PLAN EMPLOYEE BENEFIT | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.2M | 406 | 2025 |
Retirement plans
Welfare plans