Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $17.5M assets / 698 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $150K premiums / 238 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SHOLOM COMMUNITY ALLIANCE 403B PLAN | 403(b) | $16.9M | 684 | 2025 |
| #004 | SHOLOM COMMUNITY ALLIANCE VARIABLE TAX DEFERRED ANNUITY PLAN | 403(b) | $565K | 14 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SHOLOM COMMUNITY ALLIANCE HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $150K | 238 | 2025 |