Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LAZARD FRERES & CO., LLC
EIN 13-5545100investment bankingLatest filing 2025
Plans
7
Retirement
2
$846.8M assets
Welfare
5
$4.8M premiums
Participants
10,398
Retirement portfolio analytics
2 plans aggregated / $846.8M assets / 3,303 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $4.8M premiums / 8,017 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.6M
- Long-term disability$1.0M
- Other$937K
- Life$841K
- Vision$280K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- METROPOLITAN LIFE INSURANCE COMPANY54%
- UNUM LIFE INSURANCE COMPANY OF AMERICA39%
- VISION SERVICE PLAN6%
- 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$2.9M
Covered lives3,145
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$1.0M
Covered lives1,548
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$841K
Covered lives1,645
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$96K
Covered lives1,679
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 | $2.9M | 3,145 | 2025 | |
| 501 | LAZARD FRERES AND CO., LLC LONG TERM DISABILITY PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $1.0M | 1,548 | 2025 | |
| 502 | LAZARD FRERES AND CO., LLC LIFE INSURANCE AND AD AND D PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $841K | 1,645 | 2025 | |
| 505 | LAZARD FRERES AND CO., LLC TRAVEL ACCIDENT INSURANCE PLAN | Fully Insured | HARTFORD FIRE INSURANCE COMPANY | $96K | 1,679 | 2025 | |
| 506 | LAZARD FRERES AND CO., LLC EMPLOYEE REIMBURSEMENT ACCOUNT LERA | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans