Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
TraditionalDB
Mixed - GUARDIAN
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE JEWISH HOME RETIREMENT SAVINGS PLAN | 401k | $32.0M | 960 | 2024 | |
| 001 | JEWISH HOME FOR THE ELDERLY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $22K | 144 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JEWISH HOME FOR THE ELDERLY MEDICAL INSURANCE PLAN | Mixed | GUARDIAN | $703K | 568 | 2025 |