Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JHI GROUP INC.
EIN 34-0894044constructionLatest filing 2025
Plans
3
Retirement
2
$60.7M assets
Welfare
1
$182K premiums
Participants
593
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $60.7M assets / 419 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $182K premiums / 363 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$97K
- Life$57K
- Other$57K
- Long-term disability$28K
Carrier market share
Premium dollars by Schedule A carrier
53%top
- DELTA DENTAL OF CALIFORNIA53%
- UNITED OF OMAHA LIFE INSURANCE COMPANY47%
Broker market share
Schedule A broker compensation
78%top
- USI INSURANCE SERVICES LLC78%
- UNITED OF OMAHA LIFE INSURANCE CO22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JANOTTA & HERNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$37.4M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JHI GROUP INC. INCENTIVE SAVINGS PLAN
401k
Assets$23.2M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JHI GROUP INC. FLEXIBLE BENEFITS PLAN
Mixed - DELTA DENTAL OF OHIO
Premiums$182K
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JANOTTA & HERNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $37.4M | 246 | 2024 | |
| 001 | JHI GROUP INC. INCENTIVE SAVINGS PLAN | 401k | $23.2M | 173 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JHI GROUP INC. FLEXIBLE BENEFITS PLAN | Mixed | DELTA DENTAL OF OHIO | $182K | 363 | 2025 |
Retirement plans
Welfare plans