Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AXEL JOHNSON INC.
EIN 06-1600707Latest filing 2025
Plans
3
Retirement
2
$274.0M assets
Welfare
1
$5.0M premiums
Participants
3,985
1 LANDMARK SQUARE, STE 407 - STAMFORD, CT 069013530646-291-2445
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $274.0M assets / 2,902 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
71%top
- THE VANGUARD GROUP, INC.71%
- (Not disclosed)29%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.0M premiums / 968 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Other$549K
- Life$503K
- Long-term disability$326K
- Short-term disability$147K
- Dental$136K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
59%top
- BLUE CROSS OF CALIFORNIA59%
- ANTHEM LIFE INSURANCE COMPANY16%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
- UNITED AMERICAN INSURANCE COMPANY2%
- +3 more
Broker market share
Schedule A broker compensation
50%top
- MARSH & MCLENNAN AGENCY LLC50%
- HP PLANNING LLC16%
- DIGITAL INSURANCE LLC12%
- MICHAEL HAND9%
- LEVI & ASSOCIATES INSURANCE8%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AXEL JOHNSON INC. THRIFT AND DEFINED CONTRIBUTION PLAN
401k
Assets$195.3M
Participants1,270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AXEL JOHNSON INC. RETIREMENT PLAN
TraditionalDB
Assets$78.7M
Participants1,632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AXEL JOHNSON INC. EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$5.0M
Covered lives968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AXEL JOHNSON INC. THRIFT AND DEFINED CONTRIBUTION PLAN | 401k | $195.3M | 1,270 | 2024 | |
| 001 | AXEL JOHNSON INC. RETIREMENT PLAN | TraditionalDB | $78.7M | 1,632 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AXEL JOHNSON INC. EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $5.0M | 968 | 2025 |
Retirement plans
Welfare plans