PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. METROPOLITAN JEWISH HEALTH SYSTEM, INC.
Sponsor portfolio

METROPOLITAN JEWISH HEALTH SYSTEM, INC.

EIN 11-3538697-medical practice-Latest filing 2024
Plans
4
Retirement
2
$362.3M assets
Welfare
2
$980K premiums
Participants
10,991
55 WATER STREET, 46TH FLOOR - NEW YORK, NY 10041718-491-7110LinkedIn1-10 employeesmedical practice
Plans on this EIN
4 filings
#003403b-$201.2M - 3,947 part#002ProfitSharing-$161.1M - 2,628 part#501Mixed-$980K - 1,939 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $362.3M assets / 6,575 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • SYSTEM, INC. 403(B) (#003)56%
  • METROPOLITAN JEWISH PENSION (#002)44%
Total $362.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYSTEM, INC. 403(B) (#003)3,947
  • METROPOLITAN JEWISH PENSION (#002)2,628
Total 6,575Click row to drill in

Benefits portfolio analytics

2 plans / $980K premiums / 1,939 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$604K
  • Other$604K
  • Long-term disability$230K
  • Dental$145K
Total $980K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA62%
  • SUN LIFE ASSURANCE COMPANY OF CANADA15%
  • AETNA LIFE INSURANCE COMPANY15%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY9%
Total $980K4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • KISTLER TIFFANY BENEFITS54%
  • ENROLLEASE26%
  • HUB INTERNATIONAL MIDWEST LIMITED12%
  • BRIAN ALLAIN6%
  • GEORGE R KOROGHLIAN2%
  • +3 more
Total $160K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

METROPOLITAN JEWISH HEALTH SYSTEM, INC. 403(B) PLAN

403b

Assets$201.2M
Participants3,947
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

METROPOLITAN JEWISH PENSION PLAN

ProfitSharing

Assets$161.1M
Participants2,628
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

M. J. H. S. AND PARTICIPATING AGENCIES AND PROGRAMS BENEFIT PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$980K
Covered lives1,939
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

METROPOLITAN JEWISH HEALTH SYSTEM SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003METROPOLITAN JEWISH HEALTH SYSTEM, INC. 403(B) PLAN403b$201.2M3,9472024
002METROPOLITAN JEWISH PENSION PLANProfitSharing$161.1M2,6282024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501M. J. H. S. AND PARTICIPATING AGENCIES AND PROGRAMS BENEFIT PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$980K1,9392024
503METROPOLITAN JEWISH HEALTH SYSTEM SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica