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  2. NEW JERSEY EDUCATION ASSOCIATION
Sponsor portfolioTH

NEW JERSEY EDUCATION ASSOCIATION

EIN 21-0524390-staffing and recruiting-Latest filing 2024
Plans
4
Retirement
2
$452.5M assets
Welfare
2
$36.6M premiums
Participants
167,248
180 WEST STATE STREET, P.O. BOX 1211 - TRENTON, NJ 086071211609-599-4561LinkedIn1-10 employeesstaffing and recruiting
Plans on this EIN
4 filings
#001TraditionalDB-$385.1M - 605 part#002401k-$67.4M - 490 part#510Fully Insured-$34.4M - 31,504 lives#502Mixed-$2.2M - 506 lives

Retirement portfolio analytics

2 plans aggregated / $452.5M assets / 1,095 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • AND TRUST FUND (#001)85%
  • NJEA SUPPLEMENTAL Savings (#002)15%
Total $452.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND TRUST FUND (#001)605
  • NJEA SUPPLEMENTAL Savings (#002)490
Total 1,095Click row to drill in

Benefits portfolio analytics

2 plans / $36.6M premiums / 32,010 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$35.5M
  • Long-term disability$35.5M
  • Life$1.2M
  • Other$1.2M
  • Stop-loss$1.0M
Total $36.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA94%
  • TRUSTMARK INSURANCE COMPANY3%
  • AETNA LIFE INSURANCE COMPANY3%
Total $36.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • EDUCATORS INSURANCE SERVICES91%
  • NJEA REVIEW ADVERTISING9%
Total $3.5M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEW JERSEY EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT AND TRUST FUND

TraditionalDB

Assets$385.1M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NJEA SUPPLEMENTAL SAVINGS PLAN

401k

Assets$67.4M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

NJEA MEMBER BENEFIT FUND

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$34.4M
Covered lives31,504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST

Mixed - TRUSTMARK LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEW JERSEY EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT AND TRUST FUNDTraditionalDB$385.1M6052024
002NJEA SUPPLEMENTAL SAVINGS PLAN401k$67.4M4902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510NJEA MEMBER BENEFIT FUNDFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$34.4M31,5042024
502NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUSTMixedTRUSTMARK LIFE INSURANCE COMPANY$2.2M5062024
Retirement plans
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