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Sponsor portfolio

JOHNSON & JORDAN, INC.

EIN 01-0466450-construction-Latest filing 2025
Plans
2
Retirement
1
$71.1M assets
Welfare
1
$3.0M premiums
Participants
679
18 MUSSEY ROAD - SCARBOROUGH, ME 040749553207-883-8345johnsonandjordan.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#003ESOP-$71.1M - 391 part#501Fully Insured-$3.0M - 596 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 596 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.6M
  • Health$2.5M
  • Short-term disability$334K
  • Life$253K
  • Dental$152K
  • Long-term disability$44K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • HARVARD PILGRIM HEALTH CARE82%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • THE STANDARD1%
  • +1 more
Total $3.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MARSH & MCLENNAN AGENCY LLC91%
  • EMPLOYEE BENEFIT CONSULTANTS8%
  • CSONE BENEFIT SOLUTIONS0%
  • PETER R MARTEL0%
  • FLEURY ENTERPRISES INC0%
Total $101K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

ESOP

Assets$71.1M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHNSON & JORDAN, INC. WELFARE BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE-HMO/HSA/HRA

Premiums$3.0M
Covered lives596
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLANESOP$71.1M3912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHNSON & JORDAN, INC. WELFARE BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE-HMO/HSA/HRA$3.0M5962025
Retirement plans
Welfare plans
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