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Sponsor portfolioTH

SHOLOM COMMUNITY ALLIANCE

EIN 41-1837022-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$14.9M assets
Welfare
1
$150K premiums
Participants
828
3620 PHILLIPS PARKWAY - ST. LOUIS PARK, MN 55426952-935-6311LinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#001403b-$14.3M - 644 part#004403b-$565K - 14 part#501Mixed-$150K - 238 lives

Retirement portfolio analytics

2 plans aggregated / $14.9M assets / 658 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • ALLIANCE 403B PLAN (#001)96%
  • DEFERRED ANNUITY PLAN (#004)4%
Total $14.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ALLIANCE 403B PLAN (#001)644
  • DEFERRED ANNUITY PLAN (#004)14
Total 658Click row to drill in

Benefits portfolio analytics

1 plan / $150K premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$139K
  • Life$111K
  • Long-term disability$111K
  • Vision$11K
Total $150K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA74%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY19%
  • EYEMED VISION CARE8%
Total $150K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $20K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHOLOM COMMUNITY ALLIANCE 403B PLAN

403b

Assets$14.3M
Participants644
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SHOLOM COMMUNITY ALLIANCE VARIABLE TAX DEFERRED ANNUITY PLAN

403b

Assets$565K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHOLOM COMMUNITY ALLIANCE HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$150K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHOLOM COMMUNITY ALLIANCE 403B PLAN403b$14.3M6442024
004SHOLOM COMMUNITY ALLIANCE VARIABLE TAX DEFERRED ANNUITY PLAN403b$565K142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHOLOM COMMUNITY ALLIANCE HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$150K2382025
Retirement plans
Welfare plans
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