Form 5500 · Employee benefit plan · CINCINNATI, OH
JOHNSON INVESTMENT COUNSEL, INC
JOHNSON INVESTMENT COUNSEL, INC of CINCINNATI, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PATRIOT GROWTH INSURANCE SRVCS. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1801770 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 164 | December | $8,147 |
| DELTA DENTAL OF OHIO | Dental | 317 | December | $7,330 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 47 | December | $2,512 |
| FIDELITY SECURITY LIFE INSURANCE | Vision | 109 | December | $1,565 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 164 | December | $1,174 |
| SYMETRA LIFE INSURANCE COMPANY | Stop-loss | 130 | December | $0 |
Questions
Who is JOHNSON INVESTMENT COUNSEL, INC's benefits broker?
Per its most recent Form 5500 Schedule A, JOHNSON INVESTMENT COUNSEL, INC's broker of record is PATRIOT GROWTH INSURANCE SRVCS.
What insurance carrier does JOHNSON INVESTMENT COUNSEL, INC use?
JOHNSON INVESTMENT COUNSEL, INC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does JOHNSON INVESTMENT COUNSEL, INC's group plan renew?
The most recent Schedule A policy period for JOHNSON INVESTMENT COUNSEL, 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 INVESTMENT COUNSEL, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.