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Sponsor portfolioTH

GREATER MIAMI JEWISH FEDERATION

EIN 59-0624404-fund-raising-Latest filing 2025
Plans
4
Retirement
3
$15.3M assets
Welfare
1
$2.1M premiums
Participants
482
4200 BISCAYNE BLVD - MIAMI, FL 331373246305-576-4000jewishmiami.orgLinkedIn51-200 employeesfund-raising
Plans on this EIN
4 filings
#333MoneyPurchase-$7.9M - 93 part#002403b-$6.0M - 99 part#001TraditionalDB-$1.4M - 22 part#504Fully Insured-$2.1M - 383 lives

Retirement portfolio analytics

3 plans aggregated / $15.3M assets / 214 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • 401(A) RETIREMENT PLAN (#333)51%
  • 403B TDA PLAN (#002)39%
  • JEWISH FEDERATION, INC. (#001)9%
Total $15.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403B TDA PLAN (#002)99
  • 401(A) RETIREMENT PLAN (#333)93
  • JEWISH FEDERATION, INC. (#001)22
Total 214Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Other$396K
  • Life$155K
  • Short-term disability$155K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITEDHEALTHCARE INSURANCE COMPANY81%
  • HARTFORD LIFE AND ACCIDENT7%
  • TRANSAMERICA LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • NFP INSURANCE SERVICES INC43%
  • MJ INSURANCE29%
  • MARSH & MCLENNAN AGENCY LLC12%
  • AMWINS8%
  • JAMES R NELLIGAN & ASSOCIATES LLC5%
  • +1 more
Total $162K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

GREATER MIAMI JEWISH FEDERATION 401(A) RETIREMENT PLAN

MoneyPurchase

Assets$7.9M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GREATER MIAMI JEWISH FEDERATION, INC. 403B TDA PLAN

403b

Assets$6.0M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DEFINED BENEFIT OF GREATER MIAMI JEWISH FEDERATION, INC.

TraditionalDB

Assets$1.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GREATER MIAMI JEWISH FEDERATION, INC. HEALTH & DENTAL PLANS

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
333GREATER MIAMI JEWISH FEDERATION 401(A) RETIREMENT PLANMoneyPurchase$7.9M932025
002GREATER MIAMI JEWISH FEDERATION, INC. 403B TDA PLAN403b$6.0M992024
001DEFINED BENEFIT OF GREATER MIAMI JEWISH FEDERATION, INC.TraditionalDB$1.4M222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GREATER MIAMI JEWISH FEDERATION, INC. HEALTH & DENTAL PLANSFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M3832025
Retirement plans
Welfare plans
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