Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JEWISH FAMILY & CHILDREN'S SERVICE INC.
EIN 86-0096781mental health careLatest filing 2025
Plans
3
Retirement
2
$17.0M assets
Welfare
1
$698K premiums
Participants
995
4747 NORTH 7TH STREET STE 100 - PHOENIX, AZ 85014602-279-7655jfcsaz.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $17.0M assets / 764 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $698K premiums / 401 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$470K
- Vision$260K
- Life$260K
- Short-term disability$260K
- Long-term disability$260K
- Dental$228K
Carrier market share
Premium dollars by Schedule A carrier
37%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA37%
- DELTA DENTAL OF CALIFORNIA32%
- NATIONWIDE LIFE INSURANCE COMPANY30%
- SOLSTICE BENEFITS, INC1%
Broker market share
Schedule A broker compensation
68%top
- AMWINS68%
- J GARD BENEFIT CONSULTANTS LLC32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN
401k
Assets$14.7M
Participants739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JEWISH FAMILY & CHILDREN'S SERVICE 403B PLAN
403b
Assets$2.3M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JEWISH FAMILY AND CHILDREN'S SERVICE WELFARE BENEFIT PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$698K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN | 401k | $14.7M | 739 | 2025 | |
| 004 | JEWISH FAMILY & CHILDREN'S SERVICE 403B PLAN | 403b | $2.3M | 25 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JEWISH FAMILY AND CHILDREN'S SERVICE WELFARE BENEFIT PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $698K | 401 | 2025 |
Retirement plans
Welfare plans