Plan Ledger DOL Form 5500 · updated monthly

Franklin Resources, Inc.benefits

Franklin Templeton Companies, LLC Group Welfare Plan · SAN MATEO, CA · plan year 2025

Broker compensation reported · 2025
$151,944

Franklin Resources, Inc.'s benefits plans covered 4,468 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,027,619. Insurance brokers and agents were paid $151,944 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 14.8% of premiums. That is $34 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 26% from $120,825 in 2024.

Insurance contracts · 20259
VISION SERVICE PLAN · vision$1.0M · 3,670 covered
NATIONAL UNION FIRE INS. CO OF PITTSBURGH, PApremiums n/a · 4,468 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 4,089 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 4,089 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 535 covered
CIGNA HEALTHCARE OF CALIFORNIA · health hmopremiums n/a · 352 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 4,089 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dental visionpremiums n/a · 21 covered
COMPSYCHpremiums n/a · 8,867 covered
Brokers & agents paid · 20255
AON CONSULTING$49,450 · incl $30,004 fees
AON RISK SERVICES CENTRAL INC$2,935 · incl $2,935 fees
Also brokered by Aon5
Starbucks Corporation WA$17,604,027
Walgreen Co. IL$6,651,057
Relx Inc. NY$4,073,868
Aon Corporation IL$3,754,124

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 132670991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.