Form 5500 · Employee benefit plan · SAN MATEO, CA
FRANKLIN RESOURCES, INC.
FRANKLIN RESOURCES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AON CONSULTING & INSURANCE SERVICES. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2670991 · plan 507 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 5,512 | December | $57,731 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 4,375 | December | $18,886 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision | 27 | December | $12,767 |
| NATIONAL UNION FIRE INS. CO OF PITTSBURGH, PA | — | 3,973 | January | $5,500 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 4,369 | December | $3,368 |
| CIGNA HEALTHCARE OF CALIFORNIA | Health | 394 | December | $3,240 |
| COMPSYCH | — | 9,858 | December | $0 |
| VISION SERVICE PLAN | Vision | 3,820 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 654 | December | $0 |
Questions
Who is FRANKLIN RESOURCES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, FRANKLIN RESOURCES, INC.'s broker of record is AON CONSULTING & INSURANCE SERVICES.
What insurance carrier does FRANKLIN RESOURCES, INC. use?
FRANKLIN RESOURCES, INC.'s benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 9 disclosed carriers.
When does FRANKLIN RESOURCES, INC.'s group plan renew?
The most recent Schedule A policy period for FRANKLIN RESOURCES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FRANKLIN RESOURCES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.