Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.8M
- Dental$227K
- Life$92K
- Long-term disability$45K
- Vision$26K
- Other$12K
Sponsor portfolio
JEWISH NATIONAL FUND
EIN 13-1659627non-profit organization managementLatest filing 2025
Plans
7
Retirement
1
$46.1M assets
Welfare
6
$5.2M premiums
Participants
1,557
42 EAST 69TH STREET - NEW YORK, NY 10021212-879-9305jnf.orgLinkedIn51-200 employeesnon-profit organization management
Benefits portfolio analytics
6 plans / $5.2M premiums / 1,745 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- AETNA LIFE INSURANCE COMPANY97%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
99%top
- EDGEWOOD PARTNERS INSURANCE CENTER99%
- EDGEWOD PARTNERS INSURANCE CENTER1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN
403b
Assets$46.1M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JEWISH NATIONAL FUND GROUP HEALTH PLAN
Fully Insured - AETNA LIFE INSURANCE CO
Premiums$4.8M
Covered lives447
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
JEWISH NATIONAL FUND GROUP DENTAL PLAN
Fully Insured - AETNA LIFE INSURANCE CO
Premiums$227K
Covered lives453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
JEWISH NATIONAL FUND GROUP LIFE PLAN
Fully Insured - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
Premiums$92K
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
JEWISH NATIONAL FUND GROUP LONG TERM DISABILITY PLAN
Fully Insured - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
Premiums$45K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
JEWISH NATIONAL FUND GROUP VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$26K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
JEWISH NATIONAL FUND GROUP AD&D PLAN
Mixed - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
Premiums$12K
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEWISH NATIONAL FUND 403(B) ERISA TAX SHELTERED ANNUITY PLAN | 403b | $46.1M | 332 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JEWISH NATIONAL FUND GROUP HEALTH PLAN | Fully Insured | AETNA LIFE INSURANCE CO | $4.8M | 447 | 2025 | |
| 504 | JEWISH NATIONAL FUND GROUP DENTAL PLAN | Fully Insured | AETNA LIFE INSURANCE CO | $227K | 453 | 2025 | |
| 502 | JEWISH NATIONAL FUND GROUP LIFE PLAN | Fully Insured | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $92K | 247 | 2025 | |
| 503 | JEWISH NATIONAL FUND GROUP LONG TERM DISABILITY PLAN | Fully Insured | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $45K | 187 | 2025 | |
| 506 | JEWISH NATIONAL FUND GROUP VISION PLAN | Fully Insured | VISION SERVICE PLAN | $26K | 164 | 2025 | |
| 505 | JEWISH NATIONAL FUND GROUP AD&D PLAN | Mixed | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $12K | 247 | 2025 |
Retirement plans
Welfare plans