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  2. JOHNSON, KENDALL & JOHNSON, INC.
Sponsor portfolioTH

JOHNSON, KENDALL & JOHNSON, INC.

EIN 23-1568259-insurance-Latest filing 2025
Plans
3
Retirement
2
$55.1M assets
Welfare
1
$300K premiums
Participants
404
109 PHEASANT RUN RD - NEWTOWN, PA 18940215-968-6421jkj.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#001401k-$32.1M - 165 part#003ESOP-$23.1M - 102 part#501Mixed-$300K - 136 lives

Retirement portfolio analytics

2 plans aggregated / $55.1M assets / 267 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • JKJ Savings (#001)58%
  • EMPLOYEE STOCK OWNERSHIP (#003)42%
Total $55.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JKJ Savings (#001)165
  • EMPLOYEE STOCK OWNERSHIP (#003)102
Total 267Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $300K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JOHNSON KENDALL AND JOHNSON100%
Total $25K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JKJ SAVINGS PLAN

401k

Assets$32.1M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JKJ EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.1M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHNSON KENDALL & JOHNSON INC. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$300K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JKJ SAVINGS PLAN401k$32.1M1652025
003JKJ EMPLOYEE STOCK OWNERSHIP PLANESOP$23.1M1022025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHNSON KENDALL & JOHNSON INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$300K1362025
Retirement plans
Welfare plans
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