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Sponsor portfolioWelfare / HealthEIN 58-0521233

1ST FRANKLIN FINANCIAL CORPORATION

19 EAST DOYLE STREET · TOCCOA, GA 30577
7068867571
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$997K
No prior year
Persons covered
2,223
No prior year
Total participants
1,612
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$997K
1ST FRANKLIN FINANCIAL CORPORATION MASTER WELFARE BENEFIT PLAN
Mixed2,223 covered·5 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$869K43.0%
Life$512K25.3%
Long-term disability$512K25.3%
Vision$128K6.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$512K51.4%111,612
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$329K33.0%11570
BLUE CROSS OF CALIFORNIA
EIN 581638390
V
$128K12.8%112,223
TELUS HEALTH (US) LTD.
EIN 521883918
Oth
$25K2.5%111,612
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$4K0.4%111,481

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAUNUM LIFE INSURANCE COMPANY OF AMERICA, AMERICAN HERITAGE LIFE INSURANCE COMPANY, ZURICH AMERICAN INSURANCE COMPANY, BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.$104K$18K$122K79.5%1
CREATIVE WORKSITE SOLUTIONS LLCMT PLEASANT, SCAMERICAN HERITAGE LIFE INSURANCE COMPANY$31K$0$31K20.5%1
STEPHEN J. WORGANINDIAN TRAIL, NCAMERICAN HERITAGE LIFE INSURANCE COMPANY$32$0$320.0%1
ROGERS BENEFIT GROUP INCSAINT JOHNS, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$8$0$80.0%1
BEST WORKSITE BENEFITS INCJACKSONVILLE, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$3$0$30.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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