2023 Form 5500 filing — Johnson Financial Group, Inc. Retiree Medical Savings Account Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003151420NAL0020914402001) for Johnson Financial Group, Inc. Retiree Medical Savings Account Plan, reported by Johnson Financial Group, Inc. under EIN 39-1629756 and plan number 508. It reports 1,248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.8MReported net assets$15,765,427
Participants1.2K1,248
Provider compensation$88.7K3 Schedule C row(s)$88,747
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003151420NAL0020914402001
- Plan sponsor
- Johnson Financial Group, Inc.
- EIN
- 39-1629756
- Plan number
- 508
- Location
- Racine, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,765,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,765,427
- Employer contributions
- $352,872
- Participant contributions
- $860,208
- Total income / additions
- $2,730,786
- Benefits paid
- $820,072
- Administrative expenses
- $88,747
- Total expenses
- $908,819
- Net increase / (decrease)
- $1,821,967
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefits Group, Inc | CLAIMS PROCESSING | $48,366 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,820 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $9,561 | not reported in the loaded dataset |