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Sponsor portfolio

JOHNSON REAL ESTATE INVESTORS

EIN 04-2540540-real estate-Latest filing 2025
Plans
2
Retirement
1
$30.2M assets
Welfare
1
$4.1M premiums
Participants
1,098
AGAWAM CORPORATE CENTER, 67 HUNT STREET - AGAWAM, MA 01001413-736-1894LinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#002401k-$30.2M - 721 part#503Fully Insured-$4.1M - 441 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 441 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$3.9M
  • Health$3.8M
  • Dental$3.8M
  • Prescription drug$3.8M
  • Short-term disability$188K
  • Long-term disability$188K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $14K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JOHNSON REAL ESTATE INVESTORS, LLC. 401(K) PLAN

401k

Assets$30.2M
Participants721
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

JOHNSON REAL ESTATE INVESTORS FLEXIBLE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.1M
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JOHNSON REAL ESTATE INVESTORS, LLC. 401(K) PLAN401k$30.2M7212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503JOHNSON REAL ESTATE INVESTORS FLEXIBLE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.1M4412025
Retirement plans
Welfare plans
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