PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FAMILY RESOURCE AGENCY, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 62-0876593

FAMILY RESOURCE AGENCY, INC.

3680 MICHIGAN AVENUE, N.E. · CLEVELAND, TN 37323
4234799339
Plans filed
1
Years active
2016–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$110K
No prior year
Persons covered
294
No prior year
Total participants
294
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$110K
FAMILY RESOURCE AGENCY, INC. EMPLOYEE BENEFIT PLAN
Mixed294 covered·1 carrier
Primary: TRANSAMERICA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$84K43.2%
Other$84K43.2%
Short-term disability$26K13.6%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
LSTDOth
$110K100.0%12294

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCTRANSAMERICA LIFE INSURANCE COMPANY$13K$0$13K64.2%1
MCGRIFF INSURANCE SERVICES INCCHATTANOOGA, TNTRANSAMERICA LIFE INSURANCE COMPANY$4K$0$4K18.8%1
DISABILITY RMSPORTLAND, METRANSAMERICA LIFE INSURANCE COMPANY$0$4K$4K17.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica