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Sponsor portfolioTH

JOHNSON DUFFIE STEWART ET AL

EIN 25-1802360-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$215K premiums
Participants
77
301 MARKET ST - LEMOYNE, PA 17043717-761-4540
Plans on this EIN
2 filings
#003401k-$8.0M - 42 part#502Mixed-$215K - 65 lives

Benefits portfolio analytics

1 plan / $215K premiums / 65 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$155K
  • Dental$58K
  • Life$58K
  • Short-term disability$58K
  • Long-term disability$58K
  • Vision$3K
Total $215K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • EVEREST REINSURANCE COMPANY72%
  • PRINCIPAL LIFE INSURANCE COMPANY27%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $215K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ASSUREDPARTNERS92%
  • GARRY LYNN JOHNSON8%
Total $11K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING PLAN

401k

Assets$8.0M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLAN

Mixed - EVEREST REINSURANCE COMPANY

Premiums$215K
Covered lives65
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003JOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING PLAN401k$8.0M422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JOHNSON, DUFFIE, STEWART & WEIDNER EMPLOYEE BENEFIT PLANMixedEVEREST REINSURANCE COMPANY$215K652024
Retirement plans
Welfare plans
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