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Sponsor portfolio

JEWISH COMMUNITY CENTER OF ORANGE COUNTY

EIN 33-0016661-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$781K premiums
Participants
445
1 FEDERATION WAY, #200 - IRVINE, CA 92603949-435-3400jccsoco.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$10.7M - 342 part#501Fully Insured-$781K - 145 lives

Benefits portfolio analytics

1 plan / $781K premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$608K
  • Other$173K
  • Dental$93K
  • Vision$93K
  • Life$93K
  • Long-term disability$93K
Total $781K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • AETNA LIFE INSURANCE COMPANY78%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
  • COMBINED INSURANCE COMPANY OF AMERICA10%
Total $781K3 slices

Broker market share

Schedule A broker compensation

Split broker
28%top
  • ADVOCATE, INC.28%
  • LESLIE GRAY26%
  • MARIA MERCEDES TOGNOLI15%
  • MARIA TOGNOLI11%
  • BROWN & BROWN INSURANCE SERVICES11%
  • +1 more
Total $81K6 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

JEWISH COMMUNITY CENTER OF ORANGE COUNTY RETIREMENT SAVINGS PLAN

403b

Assets$10.7M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEWISH COMMUNITY CENTER OF ORANGE COUNTY BENEFIT PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$781K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JEWISH COMMUNITY CENTER OF ORANGE COUNTY RETIREMENT SAVINGS PLAN403b$10.7M3422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEWISH COMMUNITY CENTER OF ORANGE COUNTY BENEFIT PLANFully InsuredAETNA HEALTH, INC.$781K1452025
Retirement plans
Welfare plans
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