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Sponsor portfolioWelfare / HealthEIN 13-5545100

LAZARD FRERES & CO., LLC

30 ROCKEFELLER PLAZA · NEW YORK, NY 10020
2126326000
Plans filed
5
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.8M
No prior year
Persons covered
8,017
No prior year
Total participants
7,095
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #504$2.9M
LAZARD FRERES & CO. LLC GROUP HEALTH PLAN
Mixed3,145 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #501$1.0M
LAZARD FRERES AND CO., LLC LONG TERM DISABILITY PLAN
Fully insured1,548 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #502$841K
LAZARD FRERES AND CO., LLC LIFE INSURANCE AND AD AND D PLAN
Fully insured1,645 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #505$96K
LAZARD FRERES AND CO., LLC TRAVEL ACCIDENT INSURANCE PLAN
Fully insured1,679 covered·1 carrier
Primary: HARTFORD FIRE INSURANCE COMPANY
Plan #506$0
LAZARD FRERES AND CO., LLC EMPLOYEE REIMBURSEMENT ACCOUNT LERA
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$2.6M45.6%
Long-term disability$1.0M18.1%
Other$937K16.5%
Life$841K14.8%
Vision$280K4.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$2.6M53.5%113,145
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$1.9M38.7%223,193
VISION SERVICE PLAN
EIN 222777159
V
$280K5.8%111,512
HARTFORD LIFE AND ACCIDENT
EIN 060383750
Oth
$96K2.0%121,679

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCNEW YORK, NYFIRST UNUM LIFE INSURANCE COMPANY, HARTFORD FIRE INSURANCE COMPANY$24K$17K$41K100.0%2

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
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