PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. JOHNSON FINANCIAL GROUP, INC.
Sponsor portfolioTH

JOHNSON FINANCIAL GROUP, INC.

EIN 39-1629756-financial services-Latest filing 2024
Plans
5
Retirement
1
$278.6M assets
Welfare
4
$574K premiums
Participants
5,311
555 MAIN STREET SUITE 280 - RACINE, WI 534034615262-619-2682johnsonfinancialgroup.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
5 filings
#002401k-$278.6M - 1,382 part#503Fully Insured-$207K - 907 lives#504Mixed-$202K - 1,697 lives#501Fully Insured-$165K - 907 lives#508Self Funded-0 lives

Benefits portfolio analytics

4 plans / $574K premiums / 3,511 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$207K
  • Life$165K
  • Dental$142K
  • Vision$60K
Total $574K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA65%
  • CARE-PLUS DENTAL PLANS, INC.25%
  • NGL10%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $574K4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • RSC INSURANCE BROKERAGE INC61%
  • ASSUREDPARTNERS39%
Total $31K2 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

JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN

401k

Assets$278.6M
Participants1,382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

JOHNSON FINANCIAL GROUP, INC. LONG TERM DISABILITY PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$207K
Covered lives907
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

JOHNSON FINANCIAL GROUP, INC. HEALTH BENEFITS PROG

Mixed - CARE-PLUS DENTAL PLANS, INC.

Premiums$202K
Covered lives1,697
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

JOHNSON FINANCIAL GROUP, INC. GROUP LIFE INSURANCE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$165K
Covered lives907
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

JOHNSON FINANCIAL GROUP, INC. RETIREE MEDICAL SAVINGS ACCOUNT PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN401k$278.6M1,3822024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503JOHNSON FINANCIAL GROUP, INC. LONG TERM DISABILITY PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$207K9072024
504JOHNSON FINANCIAL GROUP, INC. HEALTH BENEFITS PROGMixedCARE-PLUS DENTAL PLANS, INC.$202K1,6972024
501JOHNSON FINANCIAL GROUP, INC. GROUP LIFE INSURANCE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$165K9072024
508JOHNSON FINANCIAL GROUP, INC. RETIREE MEDICAL SAVINGS ACCOUNT PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica