Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.5M
- Prescription drug$6.5M
- Life$317K
- Other$317K
- Long-term disability$271K
- Vision$31K
Sponsor portfolio
LEERINK PARTNERS, LLC
EIN 42-1738148investment bankingLatest filing 2025
Plans
2
Retirement
1
$76.1M assets
Welfare
1
$6.9M premiums
Participants
913
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.9M premiums / 678 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEERINK PARTNERS 401(K) PLAN
401k
Assets$76.1M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEERINK PARTNERS, LLC HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$6.9M
Covered lives678
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEERINK PARTNERS 401(K) PLAN | 401k | $76.1M | 571 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEERINK PARTNERS, LLC HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $6.9M | 678 | 2025 |
Retirement plans
Welfare plans