Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
LERNER DAVID LLP
EIN 22-2269956law practiceLatest filing 2024
Plans
4
Retirement
2
$62.3M assets
Welfare
2
$632K premiums
Participants
276
20 COMMERCE DRIVE - CRANFORD, NJ 07016908-654-5000lernerdavid.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filingsRetirement portfolio analytics
2 plans aggregated / $62.3M assets / 186 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $632K premiums / 129 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$451K
- Dental$451K
- Vision$451K
- Other$181K
- Life$134K
- Long-term disability$134K
Carrier market share
Premium dollars by Schedule A carrier
71%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
- UNUM LIFE INSURANCE COMPANY OF AMERICA21%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
60%top
- PETER VON HALLE60%
- PROFESSIONAL GROUP PLANS INC30%
- JAMES R NELLIGAN & ASSOCIATES LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LERNER DAVID RETIREMENT PLAN
401k
Assets$62.1M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
LERNER DAVID LLP RETIREMENT PLAN 2
401k
Assets$191K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LERNER, DAVID, LITTENBERG, KRUMHOLZ & MENTLIK MEDICAL PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$632K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
LERNER, DAVID, LITTENBERG, KRUMHOLZ & MENTLIK CAFETERIA PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LERNER DAVID RETIREMENT PLAN | 401k | $62.1M | 166 | 2024 | |
| 006 | LERNER DAVID LLP RETIREMENT PLAN 2 | 401k | $191K | 20 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LERNER, DAVID, LITTENBERG, KRUMHOLZ & MENTLIK MEDICAL PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $632K | 129 | 2024 | |
| 504 | LERNER, DAVID, LITTENBERG, KRUMHOLZ & MENTLIK CAFETERIA PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans