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Sponsor portfolioWelfare / HealthEIN 13-1659627

JEWISH NATIONAL FUND

42 EAST 69TH STREET · NEW YORK, NY 10021
2128799305
Plans filed
6
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$5.2M
No prior year
Persons covered
1,745
No prior year
Total participants
1,225
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #501$4.8M
JEWISH NATIONAL FUND GROUP HEALTH PLAN
Fully insured447 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO
Plan #504$227K
JEWISH NATIONAL FUND GROUP DENTAL PLAN
Fully insured453 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO
Plan #502$92K
JEWISH NATIONAL FUND GROUP LIFE PLAN
Fully insured247 covered·1 carrier
Primary: NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
Plan #503$45K
JEWISH NATIONAL FUND GROUP LONG TERM DISABILITY PLAN
Fully insured187 covered·1 carrier
Primary: NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
Plan #506$26K
JEWISH NATIONAL FUND GROUP VISION PLAN
Fully insured164 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #505$12K
JEWISH NATIONAL FUND GROUP AD&D PLAN
Mixed247 covered·1 carrier
Primary: NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.8M92.2%
Dental$227K4.4%
Life$92K1.8%
Long-term disability$45K0.9%
Vision$26K0.5%
Other$12K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HD
$5.0M96.6%22900
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 132556568
LLTDOth
$149K2.9%33681
VISION SERVICE PLAN
EIN 222777159
V
$26K0.5%11164

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERNEW YORK, NYAETNA LIFE INSURANCE CO, VISION SERVICE PLAN, NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK$195K$1K$196K99.2%5
EDGEWOD PARTNERS INSURANCE CENTERNEW YORK, NYNEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK$1K$95$1K0.8%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
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