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Sponsor portfolio

LERNER CORPORATION

EIN 52-0815758-Latest filing 2025
Plans
2
Retirement
1
$37.8M assets
Welfare
1
$3.4M premiums
Participants
745
2000 TOWER OAKS BLVD, EIGHTH FLOOR - ROCKVILLE, MD 20852301-692-2287
Plans on this EIN
2 filings
#001401k-$37.8M - 417 part#501Mixed-$3.4M - 353 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 353 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Life$180K
  • Long-term disability$180K
  • Dental$140K
Total $3.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • UNITED CONCORDIA INSURANCE COMPANY4%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • JOHN A. SCOTTI43%
  • WILLIS TOWERS WATSON US LLC43%
  • MARSH & MCLENNAN AGENCY LLC15%
  • ENROLLEASE-0%
Total $106K4 slices

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 CORPORATION 401(K) PLAN

401k

Assets$37.8M
Participants417
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LERNER CORPORATION GROUP INSURANCE PLAN 2000 TOWER OAKS BLVD ROCKVILLE, MD 20852

Mixed - HIGHMARK BLUE CROSS BLUE SHIELD

Premiums$3.4M
Covered lives353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LERNER CORPORATION 401(K) PLAN401k$37.8M4172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LERNER CORPORATION GROUP INSURANCE PLAN 2000 TOWER OAKS BLVD ROCKVILLE, MD 20852MixedHIGHMARK BLUE CROSS BLUE SHIELD$3.4M3532025
Retirement plans
Welfare plans
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