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Sponsor portfolioWelfare / HealthEIN 22-2269956
LERNER DAVID, LLP
20 COMMERCE DRIVE · CRANFORD, NJ 07016
9086545000
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$632K
No prior year
Persons covered
129
No prior year
Total participants
90
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $451K | 25.0% | |
| Dental | $451K | 25.0% | |
| Vision | $451K | 25.0% | |
| Other | $181K | 10.1% | |
| Life | $134K | 7.5% | |
| Long-term disability | $134K | 7.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HDV | $451K | 71.3% | 1 | 1 | 129 |
EIN 010278678 | LLTDOth | $134K | 21.3% | 1 | 2 | 107 |
EIN 135123390 | Oth | $47K | 7.4% | 1 | 1 | 103 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PETER VON HALLE | LITTLE FALLS, NJ | UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11K | $86K | $97K | 59.7% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $49K | $49K | 30.2% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | ALBANY, NY | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $9K | $16K | 10.0% | 1 |
History & trajectory
10 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