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Sponsor portfolioTH

JEWISH FEDERATION OF SOUTHERN NEW JERSEY

EIN 21-0634489-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$19.8M assets
Welfare
1
$2.0M premiums
Participants
2,592
1301 SPRINGDALE ROAD, SUITE 200 - CHERRY HILL, NJ 080032761856-751-9500jfnnj.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#003403b-$12.0M - 1,941 part#002401k-$7.8M - 267 part#503Fully Insured-$2.0M - 384 lives

Retirement portfolio analytics

2 plans aggregated / $19.8M assets / 2,208 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • NEW JERSEY 403(B) (#003)61%
  • NEW JERSEY 401(K) (#002)39%
Total $19.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • NOVA 401(K) ASSOCIATES100%
Total $19.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEW JERSEY 403(B) (#003)1,941
  • NEW JERSEY 401(K) (#002)267
Total 2,208Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 384 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Life$107K
  • Other$97K
  • Long-term disability$95K
  • Vision$12K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
30%top
  • EMERSON REID LLC30%
  • ASSUREDPARTNERS23%
  • KISTLER TIFFANY BENEFITS21%
  • KAMINER FINANCIAL GROUP, LTD13%
  • CENTRO BENEFITS RESEARCH LLC11%
  • +3 more
Total $48K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN

403b

Assets$12.0M
Participants1,941
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN

401k

Assets$7.8M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

JEWISH FEDERATION OF SOUTHERN NEW JERSEY HMO CONTRACT

Fully Insured - AETNA

Premiums$2.0M
Covered lives384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JEWISH FEDERATION OF SOUTHERN NEW JERSEY 403(B) PLAN403b$12.0M1,9412025
002JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN401k$7.8M2672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503JEWISH FEDERATION OF SOUTHERN NEW JERSEY HMO CONTRACTFully InsuredAETNA$2.0M3842025
Retirement plans
Welfare plans
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