PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OSHMAN FAMILY JEWISH COMMUNITY CENTER
Sponsor portfolio

OSHMAN FAMILY JEWISH COMMUNITY CENTER

EIN 77-0185734-Latest filing 2025
Plans
3
Retirement
2
$13.7M assets
Welfare
1
$1.9M premiums
Participants
567
3921 FABIAN WAY - PALO ALTO, CA 94303650-223-8601
Plans on this EIN
3 filings
#001403b-$13.0M - 276 part#002ProfitSharing-$752K - 61 part#501Fully Insured-$1.9M - 392 lives

Retirement portfolio analytics

2 plans aggregated / $13.7M assets / 337 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • COMMUNITY CENTER 403(B) (#001)95%
  • CENTER TENURE PLAN (#002)5%
Total $13.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMMUNITY CENTER 403(B) (#001)276
  • CENTER TENURE PLAN (#002)61
Total 337Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$215K
  • Vision$215K
  • Life$215K
  • Other$215K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CALIFORNIA CHOICE88%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • SEQUOIA BENEFITS & INS SVCS LLC70%
  • BEERE & PURVES INC30%
Total $167K2 slices

Plan deep-dives

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

OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN

403b

Assets$13.0M
Participants276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OSHMAN FAMILY JEWISH COMMUNITY CENTER TENURE PLAN

ProfitSharing

Assets$752K
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OSHMAN FAMILY JCC HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIACHOICE

Premiums$1.9M
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN403b$13.0M2762024
002OSHMAN FAMILY JEWISH COMMUNITY CENTER TENURE PLANProfitSharing$752K612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OSHMAN FAMILY JCC HEALTH AND WELFARE PLANFully InsuredCALIFORNIACHOICE$1.9M3922025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica