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Sponsor portfolioTH

THE JEWISH FEDERATIONS OF NORTH AMERICA

EIN 13-1624240-philanthropy-Latest filing 2025
Plans
3
Retirement
2
$46.5M assets
Welfare
1
$158K premiums
Participants
777
25 BROADWAY, SUITE 1700 - NEW YORK, NY 10004212-284-6500jewishfederations.orgLinkedIn201-500 employeesphilanthropy
Plans on this EIN
3 filings
#002403b-$26.4M - 285 part#001TraditionalDB-$20.1M - 243 part#501Mixed-$158K - 239 lives

Retirement portfolio analytics

2 plans aggregated / $46.5M assets / 528 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • 403(B) DC PLAN (#002)57%
  • OF NORTH AMERICA (#001)43%
Total $46.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) DC PLAN (#002)285
  • OF NORTH AMERICA (#001)243
Total 528Click row to drill in

Benefits portfolio analytics

1 plan / $158K premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$129K
  • Life$118K
  • Long-term disability$118K
  • Vision$29K
Total $158K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY74%
  • VISION SERVICE PLAN19%
  • AFLAC7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $158K4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • MARSH & MCLENNAN AGENCY LLC89%
  • DANIELLE L SCHOFS3%
  • BETH MCLEOD2%
  • KIM DYMOND2%
  • KOBER ASSOCIATES LLC1%
  • +3 more
Total $12K8 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 FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN

403b

Assets$26.4M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN OF THE JEWISH FEDERATIONS OF NORTH AMERICA

TraditionalDB

Assets$20.1M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE JEWISH FEDERATIONS OF NORTH AMERICA HEALTH AND WELFARE PLAN

Mixed - LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK

Premiums$158K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN403b$26.4M2852024
001RETIREMENT PLAN OF THE JEWISH FEDERATIONS OF NORTH AMERICATraditionalDB$20.1M2432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE JEWISH FEDERATIONS OF NORTH AMERICA HEALTH AND WELFARE PLANMixedLINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK$158K2392025
Retirement plans
Welfare plans
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