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  2. Johnson Investment Counsel, Inc.
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Filings through Oct 24, 2026.

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Johnson Investment Counsel, Inc.

EIN 31-1801770-financial services-Latest filing 2025
Plans
2
Retirement
1
$101.7M assets
Health & Benefits
1
$780K premiums
Participants
339
3777 WEST FORK ROAD - CINCINNATI, OH 45247513-661-3100johnsoninv.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$101.7M - 175 part#501Mixed-$780K - 317 lives

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

Benefits portfolio analytics

1 plan / $780K premiums / 317 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$566K
  • Dental$122K
  • Long-term disability$54K
  • Life$25K
  • Other$25K
  • Vision$13K
Total $780K6 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

JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN

401(k)

Assets$101.7M
Participants175
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

JOHNSON INVESTMENT COUNSEL INC EMPLOYEE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$780K
Covered lives317
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN401(k)$101.7M1752025
  • JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN$101.7M
    #001 · 401(k) · 2025175

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501JOHNSON INVESTMENT COUNSEL INC EMPLOYEE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$780K3172025
  • JOHNSON INVESTMENT COUNSEL INC EMPLOYEE BENEFIT PLAN$780K
    #501 · Mixed · SYMETRA LIFE INSURANCE COMPANY · 2025317
Retirement plans
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