Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LAZARD FRERES & CO. LLC
EIN 13-5545100investment bankingLatest filing 2024
Plans
7
Retirement
2
$846.8M assets
Welfare
5
$5.6M premiums
Participants
10,146
Retirement portfolio analytics
2 plans aggregated / $846.8M assets / 3,303 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $5.6M premiums / 8,092 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.5M
- Long-term disability$1.6M
- Other$1.2M
- Life$1.1M
- Vision$286K
Carrier market share
Premium dollars by Schedule A carrier
48%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA48%
- METROPOLITAN LIFE INSURANCE COMPANY45%
- VISION SERVICE PLAN5%
- HARTFORD LIFE AND ACCIDENT2%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN
401k
Assets$832.0M
Participants3,047
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAZARD FRERES & CO. LLC EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$14.8M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
LAZARD FRERES & CO. LLC GROUP HEALTH PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$2.8M
Covered lives3,174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
LAZARD FRERES AND CO., LLC LONG TERM DISABILITY PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives1,637
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LAZARD FRERES AND CO., LLC LIFE INSURANCE AND AD AND D PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives1,634
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
LAZARD FRERES AND CO., LLC TRAVEL ACCIDENT INSURANCE PLAN
Fully Insured - HARTFORD FIRE INSURANCE COMPANY
Premiums$95K
Covered lives1,647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
LAZARD FRERES AND CO., LLC EMPLOYEE REIMBURSEMENT ACCOUNT LERA
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN | 401k | $832.0M | 3,047 | 2024 | |
| 001 | LAZARD FRERES & CO. LLC EMPLOYEES' PENSION PLAN | TraditionalDB | $14.8M | 256 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | LAZARD FRERES & CO. LLC GROUP HEALTH PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $2.8M | 3,174 | 2024 | |
| 501 | LAZARD FRERES AND CO., LLC LONG TERM DISABILITY PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $1.6M | 1,637 | 2024 | |
| 502 | LAZARD FRERES AND CO., LLC LIFE INSURANCE AND AD AND D PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $1.1M | 1,634 | 2024 | |
| 505 | LAZARD FRERES AND CO., LLC TRAVEL ACCIDENT INSURANCE PLAN | Fully Insured | HARTFORD FIRE INSURANCE COMPANY | $95K | 1,647 | 2024 | |
| 506 | LAZARD FRERES AND CO., LLC EMPLOYEE REIMBURSEMENT ACCOUNT LERA | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans