PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. NEW JERSEY EDUCATION ASSOCIATION
Sponsor portfolioTH

NEW JERSEY EDUCATION ASSOCIATION

EIN 21-0524390-staffing and recruiting-Latest filing 2025
Plans
4
Retirement
2
$440.3M assets
Welfare
2
$36.7M premiums
Participants
167,274
180 WEST STATE STREET, P.O. BOX 1211 - TRENTON, NJ 086071211609-599-4561LinkedIn1-10 employeesstaffing and recruiting
Plans on this EIN
4 filings
#001TraditionalDB-$371.3M - 620 part#002401k-$68.9M - 501 part#510Fully Insured-$34.4M - 31,504 lives#502Mixed-$2.4M - 691 lives

Retirement portfolio analytics

2 plans aggregated / $440.3M assets / 1,121 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • AND TRUST FUND (#001)84%
  • NJEA SUPPLEMENTAL Savings (#002)16%
Total $440.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND TRUST FUND (#001)620
  • NJEA SUPPLEMENTAL Savings (#002)501
Total 1,121Click row to drill in

Benefits portfolio analytics

2 plans / $36.7M premiums / 32,195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Other$1.2M
  • Stop-loss$1.1M
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • TRUSTMARK INSURANCE COMPANY52%
  • AETNA LIFE INSURANCE COMPANY48%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RACHEL HAGEN100%
Total $57K1 slice

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$371.3M
Participants620
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NJEA SUPPLEMENTAL SAVINGS PLAN

401k

Assets$68.9M
Participants501
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$2.4M
Covered lives691
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$371.3M6202025
002NJEA SUPPLEMENTAL SAVINGS PLAN401k$68.9M5012025

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$2.4M6912025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica