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Sponsor portfolio

HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC.

EIN 13-1656651-Latest filing 2025
Plans
4
Retirement
3
$59.2M assets
Welfare
1
$6.6M premiums
Participants
850
40 WALL STREET - NEW YORK, NY 10005212-303-8294
Plans on this EIN
4 filings
#002403b-$35.9M - 329 part#001MoneyPurchase-$21.2M - 302 part#003MoneyPurchase-$2.0M - 69 part#505Fully Insured-$6.6M - 465 lives

Retirement portfolio analytics

3 plans aggregated / $59.2M assets / 700 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • AMERICA, INC. 403(B) (#002)61%
  • HADASSAH RETIREMENT PLAN (#001)36%
  • DISTRICT COUNCIL 1707 (#003)3%
Total $59.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA, INC. 403(B) (#002)329
  • HADASSAH RETIREMENT PLAN (#001)302
  • DISTRICT COUNCIL 1707 (#003)69
Total 700Click row to drill in

Benefits portfolio analytics

1 plan / $6.6M premiums / 465 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Dental$6.4M
  • Vision$6.4M
  • Prescription drug$6.4M
  • Other$216K
  • Life$201K
  • +2 more
Total $6.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • HARTFORD LIFE AND ACCIDENT3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $6.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MERCER HEALTH AND BENEFITS, LLC98%
  • REUBEN WARNER ASSOCIATES, INC.1%
  • NFP INSURANCE SERVICES INC1%
Total $273K3 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

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN

403b

Assets$35.9M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HADASSAH RETIREMENT PLAN

MoneyPurchase

Assets$21.2M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707

MoneyPurchase

Assets$2.0M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.6M
Covered lives465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN403b$35.9M3292024
001HADASSAH RETIREMENT PLANMoneyPurchase$21.2M3022024
003RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707MoneyPurchase$2.0M692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.6M4652025
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