Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $36.7M assets / 1,147 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $703K premiums / 568 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Mixed - GUARDIAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE JEWISH HOME RETIREMENT SAVINGS PLAN | 401(k) | $36.7M | 1,003 | 2025 |
| #001 | JEWISH HOME FOR THE ELDERLY DEFINED BENEFIT PENSION PLAN | Traditional DB | $22K | 144 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JEWISH HOME FOR THE ELDERLY MEDICAL INSURANCE PLAN | Mixed | GUARDIAN | $703K | 568 | 2025 |