Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$405K
- Life$122K
- Other$122K
- Long-term disability$90K
Sponsor portfolioTH
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY
EIN 51-0172429investment managementLatest filing 2024
Plans
7
Retirement
1
$555.5M assets
Welfare
6
$617K premiums
Participants
15,097
130 EAST 59TH STREET - NEW YORK, NY 100221302212-836-1414LinkedIn501-1000 employeesinvestment management
Benefits portfolio analytics
6 plans / $617K premiums / 945 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- AETNA LIFE INSURANCE COMPANY66%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY34%
Broker market share
Schedule A broker compensation
52%top
- EDGEWOOD PARTNERS INSURANCE CENTER52%
- MARSH & MCLENNAN AGENCY LLC48%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH
TraditionalDB
Assets$555.5M
Participants13,746
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#534
UJA-FEDERATION OF NEW YORK DENTAL PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$405K
Covered lives604
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533
UJA FEDERATION LIFE INSURANCE & AD&D
Fully Insured - LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK
Premiums$122K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
UJA LONG TERM DISABILITY PLAN (NON-UNION)
Fully Insured - LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK
Premiums$76K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
UJA LONG TERM DISABILITY PLAN (UNION)
Fully Insured - LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK
Premiums$15K
Covered lives40
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#532
UJA-FEDERATION OF NEW YORK MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#535
UJA-FEDERATION OF NEW YORK FLEXIBLE SPENDING ACCOUNT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH | TraditionalDB | $555.5M | 13,746 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 534 | UJA-FEDERATION OF NEW YORK DENTAL PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $405K | 604 | 2024 | |
| 533 | UJA FEDERATION LIFE INSURANCE & AD&D | Fully Insured | LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK | $122K | 126 | 2024 | |
| 512 | UJA LONG TERM DISABILITY PLAN (NON-UNION) | Fully Insured | LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK | $76K | 175 | 2024 | |
| 515 | UJA LONG TERM DISABILITY PLAN (UNION) | Fully Insured | LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK | $15K | 40 | 2024 | |
| 532 | UJA-FEDERATION OF NEW YORK MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 535 | UJA-FEDERATION OF NEW YORK FLEXIBLE SPENDING ACCOUNT | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans