Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHANNA FOODS, INC.
EIN 22-2973062Latest filing 2025
Plans
7
Retirement
4
$49.1M assets
Welfare
3
$131K premiums
Participants
1,559
20 JOHANNA FARMS ROAD - FLEMINGTON, NJ 08822908-788-2409
Retirement portfolio analytics
4 plans aggregated / $49.1M assets / 673 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $131K premiums / 735 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$79K
- Other$79K
- Long-term disability$52K
Carrier market share
Premium dollars by Schedule A carrier
60%top
- HARTFORD LIFE AND ACCIDENT60%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
Broker market share
Schedule A broker compensation
95%top
- GCG FINANCIAL LLC95%
- USI INSURANCE SERVICES LLC4%
- TRIBEN INSURANCE SOLUTIONS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
JOHANNA FOODS, INC. SAVINGS AND INVESTMENT PLAN
401k
Assets$23.0M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PENSION PLAN FOR UNION EMPLOYEES OF JOHANNA FOODS, INC., FLEMINGTON PLANT
TraditionalDB
Assets$15.8M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PENSION PLAN FOR UNION EMPLOYEES OF JOHANNA FOODS, INC., LACTO MILK PRODUCTS DIVISION
TraditionalDB
Assets$5.2M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
JOHANNA FOODS, INC. LACTO DIVISION (LOCAL 152 EMPLOYEES) SVGS AND INV PLAN
401k
Assets$5.1M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
JOHANNA FOODS INC GROUP LIFE INSURANCE PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$79K
Covered lives571
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
JOHANNA FOODS, LLC GROUP LTD PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$52K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
JOHANNA FOODS INC. EMPLOYEE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | JOHANNA FOODS, INC. SAVINGS AND INVESTMENT PLAN | 401k | $23.0M | 221 | 2024 | |
| 002 | PENSION PLAN FOR UNION EMPLOYEES OF JOHANNA FOODS, INC., FLEMINGTON PLANT | TraditionalDB | $15.8M | 191 | 2024 | |
| 003 | PENSION PLAN FOR UNION EMPLOYEES OF JOHANNA FOODS, INC., LACTO MILK PRODUCTS DIVISION | TraditionalDB | $5.2M | 95 | 2024 | |
| 006 | JOHANNA FOODS, INC. LACTO DIVISION (LOCAL 152 EMPLOYEES) SVGS AND INV PLAN | 401k | $5.1M | 166 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | JOHANNA FOODS INC GROUP LIFE INSURANCE PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $79K | 571 | 2025 | |
| 502 | JOHANNA FOODS, LLC GROUP LTD PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $52K | 164 | 2025 | |
| 504 | JOHANNA FOODS INC. EMPLOYEE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans