Johnson Financial Group, Inc. Retiree Medical Savings Account Plan — Form 5500 plan (Johnson Financial Group, Inc.)
Plain-English plan 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, Johnson Financial Group, Inc. Retiree Medical Savings Account Plan is a benefit plan reported by Johnson Financial Group, Inc. under EIN 39-1629756 and plan number 508. The latest loaded filing year is 2023. The filing reports 1,248 participants and $15,765,427 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.8MPlan net assets, end of year$15,765,427
Participants1.2KCovered participants reported1,248
Assets / participant$12.6KComputed: assets ÷ participants$12,633 (computed)
Provider compensation$88.7K3 Schedule C provider row(s)$88,747
- Plan sponsor
- Johnson Financial Group, Inc.
- EIN
- 39-1629756
- Plan number
- 508
- Plan type
- 2
- Location
- Racine, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,248 | H, C | 20241003151420NAL0020914402001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,765,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,765,427
- Net assets (BOY)
- $13,943,460
Income & contributions
- Employer contributions
- $352,872
- Participant contributions
- $860,208
- Total contributions
- $1,213,080
- Total income / additions
- $2,730,786
Expenses & distributions
- Benefits paid
- $820,072
- Administrative expenses
- $88,747
- Total expenses
- $908,819
- Net increase / (decrease)
- $1,821,967
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefits Group, Inc | CLAIMS PROCESSING | $48,366 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,820 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $9,561 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson Financial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Racine, WI
- American Benefits Group, Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation