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Sponsor portfolio

JOHNSON & BELL, LTD.

EIN 36-2837644-Latest filing 2025
Plans
2
Retirement
1
$109.9M assets
Welfare
1
$2.6M premiums
Participants
414
33 WEST MONROE, SUITE 2700 - CHICAGO, IL 60603312-984-0208
Plans on this EIN
2 filings
#001401k-$109.9M - 235 part#502Mixed-$2.6M - 310 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$2.4M
  • Long-term disability$74K
  • Other$61K
  • Life$57K
  • Vision$14K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • DEARBORN LIFE INSURANCE COMPANY0%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • THE HORTON GROUP48%
  • BETTER BUSINESS PLANNING44%
  • MARSH & MCLENNAN AGENCY LLC8%
Total $18K3 slices

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 & BELL, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$109.9M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JOHNSON & BELL, LTD. HEALTH & WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.6M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOHNSON & BELL, LTD. 401(K) PROFIT SHARING PLAN401k$109.9M2352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JOHNSON & BELL, LTD. HEALTH & WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$2.6M3102025
Retirement plans
Welfare plans
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