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Sponsor portfolioTH

SHEFA SCHOOL

EIN 47-2048496-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$11K premiums
Participants
266
17 WEST 60TH STREET - NEW YORK, NY 10023212-873-1300shefaschool.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#002403b-$8.1M - 165 part#501Fully Insured-$11K - 101 lives

Benefits portfolio analytics

1 plan / $11K premiums / 101 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $11K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AUSTIN & CO INC100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SHEFA SCHOOL 403(B) PLAN

403b

Assets$8.1M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHEFA SCHOOL LONG TERM DISABILITY BENEFIT PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$11K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SHEFA SCHOOL 403(B) PLAN403b$8.1M1652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHEFA SCHOOL LONG TERM DISABILITY BENEFIT PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$11K1012025
Retirement plans
Welfare plans
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