Assets by plan
Share of aggregate retirement assets
- 403(B) DC PLAN (#002)$33.6M
- OF NORTH AMERICA (#001)$20.1M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $53.6M assets / 540 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $158K premiums / 239 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.
403(b)
Traditional DB
Mixed - LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN | 403(b) | $33.6M | 297 | 2025 |
| #001 | RETIREMENT PLAN OF THE JEWISH FEDERATIONS OF NORTH AMERICA | Traditional DB | $20.1M | 243 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE JEWISH FEDERATIONS OF NORTH AMERICA HEALTH AND WELFARE PLAN | Mixed | LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK | $158K | 239 | 2025 |