Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$171K
- Life$134K
- Dental$74K
- Vision$74K
- Long-term disability$72K
- Short-term disability$44K
Filings through .
Top hat
David Lerner Associates, Inc.
EIN 11-2374466financial servicesLatest filing 2025
Plans
2
Retirement
1
$59.0M assets
Health & Benefits
1
$289K premiums
Participants
382
PO BOX 9006, 477 JERICHO TURNPIKE - SYOSSET, NY 117919006516-921-4200davidlerner.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $289K premiums / 150 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DAVID LERNER ASSOCIATES, INC. 401K PLAN
401(k)
Assets$59.0M
Participants208
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$289K
Covered lives150
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DAVID LERNER ASSOCIATES, INC. 401K PLAN | 401(k) | $59.0M | 208 | 2025 |
- #001 · 401(k) · 2025208
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $289K | 150 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025150
Retirement plans
Health & Benefits plans