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Sponsor portfolioTH

THE JEWISH HOME FOR THE ELDERLY

EIN 06-0846991-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$32.0M assets
Welfare
1
$703K premiums
Participants
1,672
4200 PARK AVENUE - BRIDGEPORT, CT 06604203-365-6400
Plans on this EIN
3 filings
#002401k-$32.0M - 960 part#001TraditionalDB-$22K - 144 part#501Mixed-$703K - 568 lives

Retirement portfolio analytics

2 plans aggregated / $32.0M assets / 1,104 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • HOME RETIREMENT Savings (#002)100%
  • DEFINED BENEFIT PENSION (#001)0%
Total $32.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY100%
  • (Not disclosed)0%
Total $32.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOME RETIREMENT Savings (#002)960
  • DEFINED BENEFIT PENSION (#001)144
Total 1,104Click row to drill in

Benefits portfolio analytics

1 plan / $703K premiums / 568 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$305K
  • Dental$270K
  • Vision$270K
  • Life$144K
  • Short-term disability$127K
  • Long-term disability$69K
Total $703K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA45%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
  • PROGRESSIVE BENEFIT SOLUTIONS, LLC17%
Total $703K3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • HPHC INSURANCE AGENCY, INC.51%
  • MARSH & MCLENNAN AGENCY LLC44%
  • EMPLOYEE FAMILY PROTECTION INC2%
  • MICHELLE DARTEE1%
  • THOMAS VINCENT MOLETTO1%
  • +3 more
Total $32K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE JEWISH HOME RETIREMENT SAVINGS PLAN

401k

Assets$32.0M
Participants960
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JEWISH HOME FOR THE ELDERLY DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$22K
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEWISH HOME FOR THE ELDERLY MEDICAL INSURANCE PLAN

Mixed - GUARDIAN

Premiums$703K
Covered lives568
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE JEWISH HOME RETIREMENT SAVINGS PLAN401k$32.0M9602024
001JEWISH HOME FOR THE ELDERLY DEFINED BENEFIT PENSION PLANTraditionalDB$22K1442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEWISH HOME FOR THE ELDERLY MEDICAL INSURANCE PLANMixedGUARDIAN$703K5682025
Retirement plans
Welfare plans
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