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  2. Johnson Kendall & Johnson, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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Johnson Kendall & Johnson, Inc.

EIN 23-1568259-insurance-Latest filing 2025
Plans
3
Retirement
2
$55.1M assets
Health & Benefits
1
$300K premiums
Participants
404
109 PHEASANT RUN RD - NEWTOWN, PA 189401820215-968-6421jkj.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#001401(k)-$32.1M - 165 part#003ESOP-$23.1M - 102 part#501Mixed-$300K - 136 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $55.1M assets / 267 participants

Assets by plan

Share of aggregate retirement assets

  • JKJ Savings (#001)$32.1M
  • EMPLOYEE STOCK OWNERSHIP (#003)$23.1M
Total $55.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • JKJ Savings (#001)165
  • EMPLOYEE STOCK OWNERSHIP (#003)102
Total 267Select a row to open it

Benefits portfolio analytics

1 plan / $300K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$300K
  • Dental$294K
  • Vision$294K
  • Life$294K
  • Long-term disability$294K
Total $300K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

JKJ SAVINGS PLAN

401(k)

Assets$32.1M
Participants165
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

JKJ EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.1M
Participants102
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

JOHNSON KENDALL & JOHNSON INC. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$300K
Covered lives136
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JKJ SAVINGS PLAN401(k)$32.1M1652025
#003JKJ EMPLOYEE STOCK OWNERSHIP PLANESOP$23.1M1022025
  • JKJ SAVINGS PLAN$32.1M
    #001 · 401(k) · 2025165
  • JKJ EMPLOYEE STOCK OWNERSHIP PLAN$23.1M
    #003 · ESOP · 2025102

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501JOHNSON KENDALL & JOHNSON INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$300K1362025
  • JOHNSON KENDALL & JOHNSON INC. WELFARE BENEFIT PLAN$300K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025136
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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