Assets by plan
Share of aggregate retirement assets
- 403B TDA PLAN (#002)$6.4M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $15.7M assets / 290 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.1M premiums / 383 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.
Money purchase
403(b)
Traditional DB
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #333 | GREATER MIAMI JEWISH FEDERATION 401(A) RETIREMENT PLAN | Money purchase | $7.9M | 166 | 2025 |
| #002 | GREATER MIAMI JEWISH FEDERATION, INC. 403B TDA PLAN | 403(b) | $6.4M | 102 | 2025 |
| #001 | DEFINED BENEFIT OF GREATER MIAMI JEWISH FEDERATION, INC. | Traditional DB | $1.4M | 22 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | GREATER MIAMI JEWISH FEDERATION, INC. HEALTH & DENTAL PLANS | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.1M | 383 | 2025 |