Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO
The filing calls this plan JEWISH FEDERATION BAY AREA.
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO of SAN FRANCISCO, CA is a 105-participant other services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is VITA INSURANCE ASSOCIATES, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1156533 · plan 501 · plan year 2025, filed May 11, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
The filing carries code 4S: this plan is filing again after previously being exempt.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering health, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 96 people.
The filing declares health, life, disability, dental and vision. Dental and vision appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $992,558, with $50,096 in disclosed broker commissions — about 5% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
VITA INSURANCE ASSOCIATES, INC. is the broker of record on all 5 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 96 | Jan 1, 2026 | $873,347 | $39,308 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 110 | Jan 1, 2026 | $107,369 | $10,173 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 1 | Jan 1, 2026 | $10,477 | $312 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | — | 111 | Jan 1, 2026 | $1,365 | $273 |
| KAISER COLORADO | Health | 1 | Jan 1, 2026 | — | $30 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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