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METROPOLITAN JEWISH HEALTH SYSTEM

EIN 11-3538697-medical practice-Latest filing 2025
Plans
5
Retirement
2
$362.3M assets
Welfare
3
$1.6M premiums
Participants
10,385
55 WATER STREET, 46TH FLOOR - NEW YORK, NY 10041718-491-7110LinkedIn1-10 employeesmedical practice
Plans on this EIN
5 filings
#003403b-$201.2M - 3,947 part#002ProfitSharing-$161.1M - 2,628 part#501Mixed-$865K - 2,108 lives#504Fully Insured-$702K - 332 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

3 plans / $1.6M premiums / 2,440 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Other$1.3M
  • Short-term disability$855K
  • Long-term disability$153K
  • Dental$148K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • THE PAUL REVERE LIFE INSURANCE COMPANY43%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA37%
  • SUN LIFE ASSURANCE COMPANY OF CANADA10%
  • AETNA LIFE INSURANCE COMPANY9%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
28%top
  • EDGEWOOD PARTNERS INSURANCE CENTER28%
  • KISTLER TIFFANY BENEFITS17%
  • MICHAEL J PERRI9%
  • LISA A PERRI9%
  • ENROLLEASE8%
  • +3 more
Total $462K8 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$865K
Covered lives2,108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

METROPOLITAN JEWISH HEALTH SYSTEMS VOLUNTARY BENEFITS PLAN

Fully Insured - THE PAUL REVERE LIFE INSURANCE COMPANY

Premiums$702K
Covered lives332
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 plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501M. J. H. S. AND PARTICIPATING AGENCIES AND PROGRAMS BENEFIT PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$865K2,1082025
504METROPOLITAN JEWISH HEALTH SYSTEMS VOLUNTARY BENEFITS PLANFully InsuredTHE PAUL REVERE LIFE INSURANCE COMPANY$702K3322025
503METROPOLITAN JEWISH HEALTH SYSTEM SEVERANCE PAY PLANSelf Funded-$002025
Retirement plans
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