PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO
Sponsor portfolioTH

JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO

EIN 94-1156533-Latest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$993K premiums
Participants
284
121 STEUART STREET - SAN FRANCISCO, CA 94105415-512-6283
Plans on this EIN
2 filings
#002403b-$15.7M - 169 part#501Mixed-$993K - 111 lives

Benefits portfolio analytics

1 plan / $993K premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$884K
  • Prescription drug$884K
  • Other$109K
  • Life$107K
  • Long-term disability$107K
Total $993K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • KAISER FOUNDATION HEALTH PLAN INC89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $993K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VITA INSURANCE ASSOCIATES, INC.100%
Total $50K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JEWISH COMMUNITY FEDERATION 403(B) PLAN

403b

Assets$15.7M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEWISH FEDERATION BAY AREA

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$993K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JEWISH COMMUNITY FEDERATION 403(B) PLAN403b$15.7M1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEWISH FEDERATION BAY AREAMixedKAISER FOUNDATION HEALTH PLAN, INC.$993K1112025
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