# Johnson Financial Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/johnson-financial-group-inc-391629756-508

> Johnson Financial Group, INC.'s Health & Welfare plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Johnson Financial Group, INC.

- **Sponsor EIN:** 391629756

- **Sponsor Address:** 555 MAIN STREET SUITE 280, RACINE, WI, 534034615

- **Plan Type:** Health & Welfare

- **Plan Number:** 508

- **Total Participants:** 383

- **Total Assets:** $16.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|383|$16.3M|$299,188|$0|

| 2023|415|$15.8M|$352,872|$860,208|

| 2022|502|$13.9M|$180,872|$951,383|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$30,394|—|$30,394|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,394

- **Estimated Expense Ratio:** 0.187% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$30,394|—|$30,394|—|—|

| 2023|$88,747|$9,561|$48,366|—|—|

| 2022|$80,212|$9,402|$30,974|—|—|

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