Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$43.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $71.2M assets / 437 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $182K premiums / 363 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - DELTA DENTAL OF OHIO
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JANOTTA & HERNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $43.8M | 248 | 2025 |
| #001 | JHI GROUP INC. INCENTIVE SAVINGS PLAN | 401(k) | $27.4M | 189 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JHI GROUP INC. FLEXIBLE BENEFITS PLAN | Mixed | DELTA DENTAL OF OHIO | $182K | 363 | 2025 |