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
Sponsor portfolioTH
JOHNSON INVESTMENT COUNSEL, INC.
EIN 31-1801770financial servicesLatest filing 2025
Plans
2
Retirement
1
$101.7M assets
Welfare
1
$780K premiums
Participants
339
3777 WEST FORK ROAD - CINCINNATI, OH 45247513-661-3100johnsoninv.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $780K premiums / 317 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- SYMETRA LIFE INSURANCE COMPANY73%
- DELTA DENTAL OF CALIFORNIA16%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
60%top
- STEALTH PARTNER GROUP LLC60%
- PATRIOT GROWTH INSURANCE SERVICES35%
- STRATEGIC BENEFITS OF CINCINNATI2%
- GALLAGHER BENEFIT SERVICES, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN
401k
Assets$101.7M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JOHNSON INVESTMENT COUNSEL INC EMPLOYEE BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$780K
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN | 401k | $101.7M | 175 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JOHNSON INVESTMENT COUNSEL INC EMPLOYEE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $780K | 317 | 2025 |
Retirement plans
Welfare plans