Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $17.0M assets / 764 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $698K premiums / 401 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.
401(k)
403(b)
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN | 401(k) | $14.7M | 739 | 2025 |
| #004 | JEWISH FAMILY & CHILDREN'S SERVICE 403B PLAN | 403(b) | $2.3M | 25 | 2025 |
1 plan on this EIN
| 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 |