Form 5500 · Employee benefit plan · RACINE, WI
JOHNSON FINANCIAL GROUP, INC.
JOHNSON FINANCIAL GROUP, INC. of RACINE, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is RSC INSURANCE BROKERAGE, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1629756 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 907 | December | $8,257 |
| FEDERAL INSURANCE COMPANY | — | 892 | December | $0 |
Questions
Who is JOHNSON FINANCIAL GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, JOHNSON FINANCIAL GROUP, INC.'s broker of record is RSC INSURANCE BROKERAGE, INC..
What insurance carrier does JOHNSON FINANCIAL GROUP, INC. use?
JOHNSON FINANCIAL GROUP, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does JOHNSON FINANCIAL GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for JOHNSON FINANCIAL GROUP, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JOHNSON FINANCIAL GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.