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Sponsor portfolioWelfare / HealthEIN 11-2374466
DAVID LERNER ASSOCIATES INC
477 JERICHO TURNPIKE · SYOSSET, NY 11791
5169214200
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$289K
No prior year
Persons covered
150
No prior year
Total participants
174
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $171K | 30.0% | |
| Life | $134K | 23.5% | |
| Dental | $74K | 13.1% | |
| Vision | $74K | 13.1% | |
| Long-term disability | $72K | 12.6% | |
| Short-term disability | $44K | 7.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 131898173 | LSTDLTDOth | $180K | 62.3% | 1 | 4 | 150 |
EIN 591031071 | DV | $74K | 25.7% | 1 | 1 | 72 |
EIN 112284118 | STD | $35K | 12.0% | 1 | 1 | 146 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| K G K AGENCY INC | JERICHO, NY | FIRST UNUM LIFE INSURANCE COMPANY, SHELTERPOINT LIFE INSURANCE COMPANY | $29K | $0 | $29K | 63.6% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | FIRST UNUM LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $370 | $11K | $11K | 24.1% | 1 |
| KGK AGENCY, INC | JERICHO, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $6K | $0 | $6K | 12.3% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan