Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Life$143K
- Other$143K
- Long-term disability$83K
- Dental$79K
- Vision$70K
- +1 more
Sponsor portfolioTH
DAVID LERNER ASSOCIATES, INC.
EIN 11-2374466financial servicesLatest filing 2024
Plans
2
Retirement
1
$59.1M assets
Welfare
1
$2.3M premiums
Participants
386
PO BOX 9006, 477 JERICHO TURNPIKE - SYOSSET, NY 117919006516-921-4200davidlerner.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 152 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- SHELTERPOINT LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
53%top
- KGK AGENCY, INC53%
- PROFESSIONAL GROUP PLANS INC33%
- K G K AGENCY INC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAVID LERNER ASSOCIATES, INC. 401K PLAN
401k
Assets$59.1M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID LERNER ASSOCIATES, INC. 401K PLAN | 401k | $59.1M | 208 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.3M | 152 | 2024 |
Retirement plans
Welfare plans