Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
EIN 36-2167034Other Services (except Public Administration)Latest filing 2024
Plans
3
Retirement
3
$130.6M assets
Welfare
0
Participants
3,662
30 SOUTH WELLS STREET, ROOM 4047 - CHICAGO, IL 606065054312-346-6700
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $130.6M assets / 3,662 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#009
FEDERATION EMPLOYEES' RETIREMENT INCOME PLAN
TraditionalDB
Assets$105.6M
Participants1,330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
FEDERATION EMPLOYEES' RETIREMENT SAVINGS PLAN
401k
Assets$22.8M
Participants2,103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
FEDERATION UPWARD TRACK UNTIL RETIREMENT (FUTURE) PLAN
401k
Assets$2.2M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 009 | FEDERATION EMPLOYEES' RETIREMENT INCOME PLAN | TraditionalDB | $105.6M | 1,330 | 2024 | |
| 008 | FEDERATION EMPLOYEES' RETIREMENT SAVINGS PLAN | 401k | $22.8M | 2,103 | 2024 | |
| 010 | FEDERATION UPWARD TRACK UNTIL RETIREMENT (FUTURE) PLAN | 401k | $2.2M | 229 | 2024 |
Retirement plans