PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE JEWISH FEDERATIONS OF NORTH AMERICA

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 13-1624240

THE JEWISH FEDERATIONS OF NORTH AMERICA

25 BROADWAY, SUITE 1700 · NEW YORK, NY 10004
2122846747
Plans filed
3
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$158K
No prior year
Persons covered
239
No prior year
Total participants
249
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$158K
THE JEWISH FEDERATIONS OF NORTH AMERICA HEALTH AND WELFARE PLAN
Mixed239 covered·4 carriers
Primary: LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK
Plan #504$52K
THE JEWISH FEDERATIONS OF NORTH AMERICA LTD PLAN
Fully insured127 covered·1 carrier
Primary: LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK
Plan #505$0
THE JEWISH FEDERATIONS OF NORTH AMERICA SEVERANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$129K32.7%
Life$118K29.9%
Long-term disability$118K29.9%
Vision$29K7.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LLTDOth
$118K74.3%11239
VISION SERVICE PLAN
EIN 222777159
V
$29K18.6%11139
AFLAC
EIN 520807803
Oth
$11K7.1%128
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
$00.0%110

Broker overview

13 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VALINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK, AFLAC$8K$3K$11K88.8%1
DANIELLE L. SCHOFS & OTHER AGENTSNEW YORK, NYAFLAC$380$0$3803.2%1
BETH MCLEODMONTCLAIR, NJAFLAC$206$0$2061.7%1
KIM DYMONDNEW YORK, NYAFLAC$189$11$2001.7%1
KOBER ASSOCIATES LLCBEECHHURST, NYAFLAC$137$0$1371.1%1
DYMOND INCNEW YORK, NYAFLAC$96$0$960.8%1
STEPHEN P WHITEMONTEBELLO, NYAFLAC$75$0$750.6%1
ANGELA MONTENEGRONEW ROCHELLE, NYAFLAC$55$4$590.5%1
PATRICK RUHLENEW YORK, NYAFLAC$53$5$580.5%1
SHARON S. WIENERLOS ANGELES, CAAFLAC$46$0$460.4%1
RAYMOND J KOBERWHITESTONE, NYAFLAC$32$0$320.3%1
DEROVAN & ASSOCIATES INS, INC.LOS ANGELES, CAAFLAC$29$0$290.2%1
CLARE ROSE MIONENEW YORK, NYAFLAC$23$3$260.2%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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