Plan Ledger DOL Form 5500 · updated monthly

Johnson Investment Counsel, Incbenefits

Johnson Investment Counsel Inc Employee Benefit Plan · CINCINNATI, OH · plan year 2025

Broker compensation reported · 2025
$65,672

Johnson Investment Counsel, Inc's benefits plans covered 164 active participants in 2025, providing life · long-term disability · other · health · vision. Insurance premiums totaled $122,418. Insurance brokers and agents were paid $65,672 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 53.6% of premiums. That is $400 per covered person, above the median for employer plans that report broker pay. Broker pay rose 30% from $50,516 in 2024.

Insurance contracts · 20256
DELTA DENTAL OF OHIO · dental$122K · 317 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 164 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 164 covered
FIDELITY SECURITY LIFE INSURANCE · visionpremiums n/a · 109 covered
SYMETRA LIFE INSURANCE COMPANY · stop-losspremiums n/a · 130 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 47 covered
Brokers & agents paid · 20254
STEALTH PARTNER GROUP LLC$39,587 · incl $39,587 fees
PATRIOT GROWTH INSURANCE SRVCS$23,091 · incl $3,928 fees
STRATEGIC BENEFITS OF CINTI$1,565
GI GEORGE PARENT LP$1,429 · incl $1,429 fees
Also brokered by Stealth Partner Group LLC5
Whc, LLC LA$212,351

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 311801770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.