Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 39-1629756
JOHNSON FINANCIAL GROUP, INC.
555 MAIN STREET, SUITE 440 · RACINE, WI 53403
2626192682
- Plans filed
- 6
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$574K
No prior year
Persons covered
3,511
No prior year
Total participants
3,929
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #503$207K
JOHNSON FINANCIAL GROUP, INC. LONG TERM DISABILITY PLAN
Fully insured907 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$202K
JOHNSON FINANCIAL GROUP, INC. HEALTH BENEFITS PROG
Mixed1,697 covered·2 carriers
Primary: CARE-PLUS DENTAL PLANS, INC.
Plan #501$165K
JOHNSON FINANCIAL GROUP, INC. GROUP LIFE INSURANCE PLAN
Fully insured907 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #508$0
JOHNSON FINANCIAL GROUP, INC. RETIREE MEDICAL SAVINGS ACCOUNT PLAN
Self-funded0 covered·0 carriers
Plan #505$0
JOHNSON FINANCIAL GROUP, INC. CAFETERIA PLAN
Self-funded0 covered·0 carriers
Plan #506$0
JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $207K | 36.0% | |
| Life | $165K | 28.8% | |
| Dental | $142K | 24.8% | |
| Vision | $60K | 10.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LLTD | $372K | 64.8% | 2 | 2 | 1,814 |
EIN 391464246 | D | $142K | 24.8% | 1 | 1 | 335 |
EIN 390493780 | V | $60K | 10.4% | 1 | 1 | 1,697 |
EIN 131963496 | $0 | 0.0% | 1 | 1 | 892 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| RSC INSURANCE BROKERAGE INC | BOSTON, MA | SUN LIFE ASSURANCE COMPANY OF CANADA | $19K | $0 | $19K | 60.7% | 2 |
| ASSUREDPARTNERS | BLUE BELL, PA | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $12K | $12K | 39.3% | 2 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan