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Sponsor portfolio

JOHNSON SERVICE GROUP, INC.

EIN 36-3321537-Latest filing 2025
Plans
3
Retirement
2
$23.4M assets
Welfare
1
$1.9M premiums
Participants
2,655
ONE EAST OAK HILL DRIVE, SUITE 200 - WESTMONT, IL 60559630-655-3500jrg-inc.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#001401k-$17.7M - 2,310 part#002401k-$5.7M - 220 part#501Fully Insured-$1.9M - 204 lives

Retirement portfolio analytics

2 plans aggregated / $23.4M assets / 2,530 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • - CONTRACT EMPLOYEES (#001)76%
  • - STAFF EMPLOYEES (#002)24%
Total $23.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • - CONTRACT EMPLOYEES (#001)2,310
  • - STAFF EMPLOYEES (#002)220
Total 2,530Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$162K
  • Life$162K
  • Short-term disability$162K
  • Long-term disability$162K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY8%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • WATCHTOWER BENEFITS, LLC1%
Total $94K2 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 SERVICE GROUP, INC. RETIREMENT SAVINGS PLAN - CONTRACT EMPLOYEES

401k

Assets$17.7M
Participants2,310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOHNSON SERVICE GROUP, INC. RETIREMENT SAVINGS PLAN - STAFF EMPLOYEES

401k

Assets$5.7M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHNSON SERVICE GROUP, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.9M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOHNSON SERVICE GROUP, INC. RETIREMENT SAVINGS PLAN - CONTRACT EMPLOYEES401k$17.7M2,3102024
002JOHNSON SERVICE GROUP, INC. RETIREMENT SAVINGS PLAN - STAFF EMPLOYEES401k$5.7M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHNSON SERVICE GROUP, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.9M2042025
Retirement plans
Welfare plans
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