Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS
EIN 25-1720606Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$12.7M assets
Welfare
1
$99K premiums
Participants
413
200 J H F DR - PITTSBURGH, PA 152172950412-420-4000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $12.7M assets / 328 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $99K premiums / 135 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$54K
- Short-term disability$37K
- Long-term disability$37K
- Vision$8K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- UNITED CONCORDIA INSURANCE COMPANY54%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY38%
- LIFE INSURANCE COMPANY OF NORTH AMERICA8%
Broker market share
Schedule A broker compensation
62%top
- BBR BENEFITS SOLUTIONS LLC62%
- ASSUREDPARTNERS38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS
OtherDC
Assets$8.6M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS
OtherDC
Assets$4.1M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS
Fully Insured - UNITED CONCORDIA INSURANCE COMPANY
Premiums$99K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS | OtherDC | $8.6M | 124 | 2025 | |
| 002 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS | OtherDC | $4.1M | 204 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS | Fully Insured | UNITED CONCORDIA INSURANCE COMPANY | $99K | 135 | 2024 |
Retirement plans
Welfare plans