PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PALMER JOHNSON ENTERPRISES, INC.
Sponsor portfolio

PALMER JOHNSON ENTERPRISES, INC.

EIN 39-0746894-executive office-Latest filing 2025
Plans
3
Retirement
1
$24.0M assets
Welfare
2
$147K premiums
Participants
653
1835 HAYNES DRIVE - SUN PRAIRIE, WI 53590608-834-5211palmerjohnsonenterprises.comLinkedIn51-200 employeesexecutive office
Plans on this EIN
3 filings
#002401k-$24.0M - 232 part#501Mixed-$147K - 176 lives#002Self Funded-0 lives

Benefits portfolio analytics

2 plans / $147K premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$51K
  • Other$51K
  • Long-term disability$47K
  • Short-term disability$36K
  • Vision$12K
Total $147K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
Total $147K2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • HAUSMANN GROUP INC67%
  • NATIONAL BENEFIT CENTER33%
Total $13K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PALMER JOHNSON INCENTIVE SAVINGS PLAN

401k

Assets$24.0M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALMER JOHNSON ENTERPRISES, INC. HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$147K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

PALMER JOHNSON INCENTIVE SAVINGS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PALMER JOHNSON INCENTIVE SAVINGS PLAN401k$24.0M2322025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALMER JOHNSON ENTERPRISES, INC. HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$147K1762025
002PALMER JOHNSON INCENTIVE SAVINGS PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica