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Sponsor portfolio

GERSON LEHRMAN GROUP

EIN 13-4101226-Information-Latest filing 2024
Plans
2
Retirement
1
$167.6M assets
Welfare
1
$2.0M premiums
Participants
3,603
60 EAST 42ND ST., 3RD FLOOR - NEW YORK, NY 10165212-984-8500
Plans on this EIN
2 filings
#001401k-$167.6M - 2,210 part#501Mixed-$2.0M - 1,402 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,402 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.6M
  • Other$967K
  • Health$666K
  • Long-term disability$300K
  • Life$297K
  • Vision$83K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY34%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GERSON LEHRMAN GROUP INC PLAN

401k

Assets$167.6M
Participants2,210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GERSON LEHRMAN GROUP, INC. WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives1,402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GERSON LEHRMAN GROUP INC PLAN401k$167.6M2,2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GERSON LEHRMAN GROUP, INC. WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.0M1,4022024
Retirement plans
Welfare plans
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